Ad is loading...
ESGIX vs VSMPX
ESGIX vs VSMPX Comparison
Open Charts ESGIX vs VSMPX
Dana Epiphany Equity Inst
Price$15.76
Change+$0.15 (+0.96%)
VolumeN/A
Net Assets66.77M
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.52
Change+$2.52 (+0.94%)
VolumeN/A
Net Assets1.78T
ESGIX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ESGIX vs. VSMPX commentary
Jan 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ESGIX is a Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.78T vs. ESGIX (66.8M). VSMPX pays higher dividends than ESGIX: VSMPX (1.36) vs ESGIX (0.65). ESGIX was incepted earlier than VSMPX: ESGIX (17 years) vs VSMPX (10 years). ESGIX is a more actively managed with annual turnover of: 60.00 vs. VSMPX (2.00). ESGIX has a lower initial minimum investment than VSMPX: ESGIX (1000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 25.27 vs. ESGIX (21.14). VSMPX return over 5 years is better than : 76.14 vs. ESGIX (52.03).
| ESGIX | VSMPX | ESGIX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 2.271 | 2.245 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.8M | 1.78T | 0% |
| Annual Yield % from dividends | 0.65 | 1.36 | 48% |
| Returns for 1 year | 21.14 | 25.27 | 84% |
| Returns for 3 years | 17.56 | 29.00 | 61% |
| Returns for 5 years | 52.03 | 76.14 | 68% |
| Returns for 10 years | 40.42 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers