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ESGIX vs VTSMX
ESGIX vs VTSMX Comparison
Open Charts ESGIX vs VTSMX
Dana Epiphany Equity Inst
Price$12.81
Change-$0.24 (-1.84%)
VolumeN/A
Net Assets56.48M
Vanguard Total Stock Mkt Idx I
Price$118.54
Change-$2.02 (-1.68%)
VolumeN/A
Net Assets1.7T
ESGIX vs VTSMX Comparison Chart
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ESGIX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. ESGIX (56.5M). VTSMX pays higher dividends than ESGIX: VTSMX (1.25) vs ESGIX (0.42). ESGIX was incepted earlier than VTSMX: ESGIX (17 years) vs VTSMX (33 years). ESGIX (0.98) is less costly to investors than VTSMX (0.14). ESGIX is a more actively managed with annual turnover of: 37.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than ESGIX: VTSMX (3000) vs ESGIX (1000000). VTSMX annual gain was more profitable for investors over the last year : -3.66 vs. ESGIX (-8.43). VTSMX return over 5 years is better than : 78.40 vs. ESGIX (52.05).
| ESGIX | VTSMX | ESGIX / VTSMX | |
| Total Expense Ratio | 0.85 | 0.14 | 607% |
| Annual Report Gross Expense Ratio | 0.98 | 0.14 | 700% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | -15.315 | -14.472 | 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 | 1.25 | 34% |
| Returns for 1 year | -8.43 | -3.66 | 230% |
| Returns for 3 years | 0.29 | 10.58 | 3% |
| Returns for 5 years | 52.05 | 78.40 | 66% |
| Returns for 10 years | 12.67 | 135.47 | 9% |
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