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ESGIX vs VTSMX
ESGIX vs VTSMX Comparison
Open Charts ESGIX vs VTSMX
Dana Epiphany Equity Inst
Price$16.69
Change+$0.16 (+0.97%)
VolumeN/A
Net Assets72.28M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
ESGIX vs VTSMX Comparison Chart in %
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ESGIX vs. VTSMX commentary
Jul 05, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. ESGIX (72.3M). VTSMX pays higher dividends than ESGIX: VTSMX (1.12) vs ESGIX (0.30). ESGIX was incepted earlier than VTSMX: ESGIX (17 years) vs VTSMX (33 years). ESGIX (1.01) 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 : 12.91 vs. ESGIX (12.28). VTSMX return over 5 years is better than : 93.92 vs. ESGIX (71.32).
| ESGIX | VTSMX | ESGIX / VTSMX | |
| Total Expense Ratio | 0.85 | 0.14 | 607% |
| Annual Report Gross Expense Ratio | 1.01 | 0.14 | 721% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 7.361 | 5.513 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72.3M | 1.82T | 0% |
| Annual Yield % from dividends | 0.30 | 1.12 | 27% |
| Returns for 1 year | 12.28 | 12.91 | 95% |
| Returns for 3 years | 46.55 | 60.70 | 77% |
| Returns for 5 years | 71.32 | 93.92 | 76% |
| Returns for 10 years | 48.15 | 195.50 | 25% |
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