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ESGIX vs VSTSX
ESGIX vs VSTSX Comparison
Open Charts ESGIX vs VSTSX
Dana Epiphany Equity Inst
Price$12.81
Change-$0.24 (-1.84%)
VolumeN/A
Net Assets56.48M
Vanguard Total Stock Mkt Idx Instl Sel
Price$233.47
Change-$3.97 (-1.67%)
VolumeN/A
Net Assets1.7T
ESGIX vs VSTSX Comparison Chart
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ESGIX vs. VSTSX commentary
Apr 10, 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 VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.7T vs. ESGIX (56.5M). VSTSX pays higher dividends than ESGIX: VSTSX (1.37) vs ESGIX (0.42). ESGIX was incepted earlier than VSTSX: ESGIX (17 years) vs VSTSX (9 years). ESGIX (0.98) 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). VSTSX annual gain was more profitable for investors over the last year : -3.63 vs. ESGIX (-8.43). VSTSX return over 5 years is better than : 78.54 vs. ESGIX (52.05).
| ESGIX | VSTSX | ESGIX / VSTSX | |
| Total Expense Ratio | 0.85 | 0.01 | 8,500% |
| Annual Report Gross Expense Ratio | 0.98 | 0.01 | 9,800% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | -15.315 | -14.470 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.5M | 1.7T | 0% |
| Annual Yield % from dividends | 0.42 | 1.37 | 31% |
| Returns for 1 year | -8.43 | -3.63 | 232% |
| Returns for 3 years | 0.29 | 10.67 | 3% |
| Returns for 5 years | 52.05 | 78.54 | 66% |
| Returns for 10 years | 12.67 | N/A | - |
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