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ESGIX vs VSTSX
ESGIX vs VSTSX Comparison
Open Charts ESGIX vs VSTSX
Dana Epiphany Equity Inst
Price$17.32
Change+$0.18 (+1.05%)
VolumeN/A
Net Assets74.35M
Vanguard Total Stock Mkt Idx Instl Sel
Price$306.33
Change-$0.60 (-0.20%)
VolumeN/A
Net Assets1.95T
ESGIX vs VSTSX Comparison Chart in %
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ESGIX vs. VSTSX commentary
Sep 08, 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 Buy and VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.95T vs. ESGIX (74.4M). VSTSX pays higher dividends than ESGIX: VSTSX (1.17) vs ESGIX (0.29). ESGIX was incepted earlier than VSTSX: ESGIX (18 years) vs VSTSX (9 years). ESGIX (1.01) is less costly to investors than VSTSX (0.01). ESGIX is a more actively managed with annual turnover of: 37.00 vs. VSTSX (2.00). ESGIX has a lower initial minimum investment than VSTSX: ESGIX (1000000) vs VSTSX (5000000000). ESGIX (18.09) and VSTSX (18.06) have marching annual gain over last year. VSTSX return over 5 years is better than : 85.09 vs. ESGIX (65.71).
| ESGIX | VSTSX | ESGIX / VSTSX | |
| Total Expense Ratio | 0.85 | 0.01 | 8,500% |
| Annual Report Gross Expense Ratio | 1.01 | 0.01 | 10,100% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 12.074 | 10.361 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.4M | 1.95T | 0% |
| Annual Yield % from dividends | 0.29 | 1.17 | 25% |
| Returns for 1 year | 18.09 | 18.06 | 100% |
| Returns for 3 years | 49.10 | 63.76 | 77% |
| Returns for 5 years | 65.71 | 85.09 | 77% |
| Returns for 10 years | 61.90 | N/A | - |
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