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ESGIX vs VTSAX
ESGIX vs VTSAX Comparison
Open Charts ESGIX vs VTSAX
Dana Epiphany Equity Inst
Price$15.17
Change-$0.02 (-0.13%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$136.96
Change-$0.34 (-0.25%)
VolumeN/A
CapitalizationN/A
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ESGIX vs VTSAX Comparison Chart
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ESGIX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. ESGIX (65.3M). VTSAX pays higher dividends than ESGIX: VTSAX (1.35) vs ESGIX (0.65). ESGIX was incepted earlier than VTSAX: ESGIX (17 years) vs VTSAX (24 years). ESGIX is a more actively managed with annual turnover of: 60.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than ESGIX: VTSAX (3000) vs ESGIX (1000000). VTSAX annual gain was more profitable for investors over the last year : 31.56 vs. ESGIX (29.36). VTSAX return over 5 years is better than : 85.68 vs. ESGIX (38.98).
| ESGIX | VTSAX | ESGIX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | 16.026 | 18.645 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.3M | 1.72T | 0% |
| Annual Yield % from dividends | 0.65 | 1.35 | 48% |
| Returns for 1 year | 29.36 | 31.56 | 93% |
| Returns for 3 years | 16.18 | 25.35 | 64% |
| Returns for 5 years | 38.98 | 85.68 | 45% |
| Returns for 10 years | 28.52 | 188.32 | 15% |
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