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ESGIX vs VTSAX
ESGIX vs VTSAX Comparison
Open Charts ESGIX vs VTSAX
Dana Epiphany Equity Inst
Price$15.68
Change-$0.22 (-1.38%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$141.29
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
ESGIX vs VTSAX Comparison Chart
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ESGIX vs. VTSAX commentary
Nov 18, 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 Buy and VTSAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.73T vs. ESGIX (67.6M). 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 (30.54) and ESGIX (30.28) have marching annual gain over last year. VTSAX return over 5 years is better than : 83.75 vs. ESGIX (38.41).
| 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 | 19.927 | 22.422 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.6M | 1.73T | 0% |
| Annual Yield % from dividends | 0.65 | 1.35 | 48% |
| Returns for 1 year | 30.28 | 30.54 | 99% |
| Returns for 3 years | 11.66 | 19.92 | 59% |
| Returns for 5 years | 38.41 | 83.75 | 46% |
| Returns for 10 years | 28.23 | 186.74 | 15% |
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