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ESGIX vs VTSAX
ESGIX vs VTSAX Comparison
Open Charts ESGIX vs VTSAX
Dana Epiphany Equity Inst
Price$15.75
Change-$0.28 (-1.75%)
VolumeN/A
Net Assets66.95M
Vanguard Total Stock Mkt Idx Adm
Price$144.03
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
ESGIX vs VTSAX Comparison Chart
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ESGIX vs. VTSAX commentary
Feb 23, 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 VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. ESGIX (66.9M). 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 : 17.60 vs. ESGIX (13.35). VTSAX return over 5 years is better than : 74.84 vs. ESGIX (49.98).
| 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 | 2.206 | 2.127 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.9M | 1.84T | 0% |
| Annual Yield % from dividends | 0.65 | 1.35 | 48% |
| Returns for 1 year | 13.35 | 17.60 | 76% |
| Returns for 3 years | 23.89 | 36.79 | 65% |
| Returns for 5 years | 49.98 | 74.84 | 67% |
| Returns for 10 years | 33.06 | 180.79 | 18% |
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