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ESGIX vs VTSAX
ESGIX vs VTSAX Comparison
Open Charts ESGIX vs VTSAX
Dana Epiphany Equity Inst
Price$16.04
Change-$0.12 (-0.74%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$141.29
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
ESGIX vs VTSAX Comparison Chart
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ESGIX vs. VTSAX commentary
Dec 19, 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 StrongBuy and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. ESGIX (68.3M). 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 : 26.91 vs. ESGIX (23.68). VTSAX return over 5 years is better than : 84.17 vs. ESGIX (37.39).
| 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 | 22.681 | 26.390 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.3M | 1.84T | 0% |
| Annual Yield % from dividends | 0.65 | 1.35 | 48% |
| Returns for 1 year | 23.68 | 26.91 | 88% |
| Returns for 3 years | 16.74 | 27.89 | 60% |
| Returns for 5 years | 37.39 | 84.17 | 44% |
| Returns for 10 years | 28.59 | 192.77 | 15% |
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