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ESGIX vs VTSAX
ESGIX vs VTSAX Comparison
Open Charts ESGIX vs VTSAX
Dana Epiphany Equity Inst
Price$15.76
Change+$0.15 (+0.96%)
VolumeN/A
Net Assets66.77M
Vanguard Total Stock Mkt Idx Adm
Price$144.19
Change+$1.35 (+0.95%)
VolumeN/A
Net Assets1.78T
ESGIX vs VTSAX Comparison Chart
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ESGIX vs. VTSAX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. ESGIX (66.8M). 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 : 25.26 vs. ESGIX (21.14). VTSAX return over 5 years is better than : 76.10 vs. ESGIX (52.03).
| 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 | 2.271 | 2.241 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.8M | 1.78T | 0% |
| Annual Yield % from dividends | 0.65 | 1.35 | 48% |
| Returns for 1 year | 21.14 | 25.26 | 84% |
| Returns for 3 years | 17.56 | 28.96 | 61% |
| Returns for 5 years | 52.03 | 76.10 | 68% |
| Returns for 10 years | 40.42 | 195.63 | 21% |
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