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ESGIX vs VTSAX
ESGIX vs VTSAX Comparison
Open Charts ESGIX vs VTSAX
Dana Epiphany Equity Inst
Price$15.69
Change-$0.23 (-1.44%)
VolumeN/A
Net Assets69.73M
Vanguard Total Stock Mkt Idx Adm
Price$142.91
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
ESGIX vs VTSAX Comparison Chart
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ESGIX vs. VTSAX commentary
Jun 14, 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 (69.7M). VTSAX pays higher dividends than ESGIX: VTSAX (1.28) vs ESGIX (0.39). 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 : 11.37 vs. ESGIX (9.02). VTSAX return over 5 years is better than : 93.67 vs. ESGIX (71.18).
| 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 | 3.399 | 2.564 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.7M | 1.82T | 0% |
| Annual Yield % from dividends | 0.39 | 1.28 | 31% |
| Returns for 1 year | 9.02 | 11.37 | 79% |
| Returns for 3 years | 42.88 | 59.47 | 72% |
| Returns for 5 years | 71.18 | 93.67 | 76% |
| Returns for 10 years | 38.36 | 182.84 | 21% |
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