Ad is loading...
ESGIX vs VSTSX
ESGIX vs VSTSX Comparison
Open Charts ESGIX vs VSTSX
Dana Epiphany Equity Inst
Price$15.17
Change-$0.02 (-0.13%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$269.69
Change-$0.67 (-0.25%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
ESGIX vs VSTSX Comparison Chart
Loading...
ESGIX vs. VSTSX commentary
Sep 21, 2024
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 StrongBuy and VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.72T vs. ESGIX (65.3M). VSTSX pays higher dividends than ESGIX: VSTSX (1.36) vs ESGIX (0.65). ESGIX was incepted earlier than VSTSX: ESGIX (17 years) vs VSTSX (8 years). ESGIX is a more actively managed with annual turnover of: 60.00 vs. VSTSX (2.00). ESGIX has a lower initial minimum investment than VSTSX: ESGIX (1000000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 31.59 vs. ESGIX (29.36). VSTSX return over 5 years is better than : 85.77 vs. ESGIX (38.98).
| ESGIX | VSTSX | ESGIX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 8 years | - |
| Gain YTD | 16.026 | 18.668 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.3M | 1.72T | 0% |
| Annual Yield % from dividends | 0.65 | 1.36 | 48% |
| Returns for 1 year | 29.36 | 31.59 | 93% |
| Returns for 3 years | 16.18 | 25.41 | 64% |
| Returns for 5 years | 38.98 | 85.77 | 45% |
| Returns for 10 years | 28.52 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...