Ad is loading...
ESGIX vs VTSAX
ESGIX vs VTSAX Comparison
Open Charts ESGIX vs VTSAX
Dana Epiphany Equity Inst
Price$12.81
Change-$0.24 (-1.84%)
VolumeN/A
Net Assets56.48M
Vanguard Total Stock Mkt Idx Adm
Price$129.87
Change+$11.31 (+9.54%)
VolumeN/A
Net Assets1.7T
ESGIX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ESGIX vs. VTSAX 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.7T vs. ESGIX (56.5M). VTSAX pays higher dividends than ESGIX: VTSAX (1.35) vs ESGIX (0.42). ESGIX was incepted earlier than VTSAX: ESGIX (17 years) vs VTSAX (24 years). ESGIX (0.98) 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 : -3.66 vs. ESGIX (-8.43). VTSAX return over 5 years is better than : 78.41 vs. ESGIX (52.05).
| ESGIX | VTSAX | ESGIX / VTSAX | |
| Total Expense Ratio | 0.85 | 0.04 | 2,125% |
| Annual Report Gross Expense Ratio | 0.98 | 0.04 | 2,450% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | -15.315 | -14.481 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.5M | 1.7T | 0% |
| Annual Yield % from dividends | 0.42 | 1.35 | 31% |
| Returns for 1 year | -8.43 | -3.66 | 230% |
| Returns for 3 years | 0.29 | 10.59 | 3% |
| Returns for 5 years | 52.05 | 78.41 | 66% |
| Returns for 10 years | 12.67 | 135.97 | 9% |
View a ticker or compare two or three
VS
VS
Ad is loading...