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ESGIX vs VTSMX
ESGIX vs VTSMX Comparison
Open Charts ESGIX vs VTSMX
Dana Epiphany Equity Inst
Price$15.17
Change-$0.02 (-0.13%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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ESGIX vs VTSMX Comparison Chart
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ESGIX vs. VTSMX commentary
Sep 21, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. ESGIX (65.3M). VTSMX pays higher dividends than ESGIX: VTSMX (1.26) vs ESGIX (0.65). ESGIX was incepted earlier than VTSMX: ESGIX (17 years) vs VTSMX (32 years). ESGIX is a more actively managed with annual turnover of: 60.00 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 : 31.53 vs. ESGIX (29.36). VTSMX return over 5 years is better than : 85.64 vs. ESGIX (38.98).
| ESGIX | VTSMX | ESGIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 32 years | - |
| Gain YTD | 16.026 | 18.617 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.3M | 1.72T | 0% |
| Annual Yield % from dividends | 0.65 | 1.26 | 51% |
| Returns for 1 year | 29.36 | 31.53 | 93% |
| Returns for 3 years | 16.18 | 25.35 | 64% |
| Returns for 5 years | 38.98 | 85.64 | 46% |
| Returns for 10 years | 28.52 | 187.59 | 15% |
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