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ESGIX vs VTSAX
ESGIX vs VTSAX Comparison
Open Charts ESGIX vs VTSAX
Dana Epiphany Equity Inst
Price$16.69
Change+$0.16 (+0.97%)
VolumeN/A
Net Assets72.28M
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
ESGIX vs VTSAX Comparison Chart in %
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ESGIX vs. VTSAX commentary
Jul 05, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. ESGIX (72.3M). VTSAX pays higher dividends than ESGIX: VTSAX (1.21) vs ESGIX (0.30). ESGIX was incepted earlier than VTSAX: ESGIX (17 years) vs VTSAX (25 years). ESGIX (1.01) is less costly to investors than VTSAX (0.04). ESGIX is a more actively managed with annual turnover of: 37.00 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 : 12.92 vs. ESGIX (12.28). VTSAX return over 5 years is better than : 93.95 vs. ESGIX (71.32).
| ESGIX | VTSAX | ESGIX / VTSAX | |
| Total Expense Ratio | 0.85 | 0.04 | 2,125% |
| Annual Report Gross Expense Ratio | 1.01 | 0.04 | 2,525% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | 7.361 | 5.508 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72.3M | 1.82T | 0% |
| Annual Yield % from dividends | 0.30 | 1.21 | 25% |
| Returns for 1 year | 12.28 | 12.92 | 95% |
| Returns for 3 years | 46.55 | 60.73 | 77% |
| Returns for 5 years | 71.32 | 93.95 | 76% |
| Returns for 10 years | 48.15 | 196.14 | 25% |
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