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ESGIX vs VTSMX
ESGIX vs VTSMX Comparison
Open Charts ESGIX vs VTSMX
Dana Epiphany Equity Inst
Price$15.68
Change-$0.22 (-1.38%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
ESGIX vs VTSMX Comparison Chart
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ESGIX vs. VTSMX commentary
Nov 18, 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 Buy and VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. ESGIX (67.6M). VTSMX pays higher dividends than ESGIX: VTSMX (1.26) vs ESGIX (0.65). ESGIX was incepted earlier than VTSMX: ESGIX (17 years) vs VTSMX (33 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 (30.52) and ESGIX (30.28) have marching annual gain over last year. VTSMX return over 5 years is better than : 83.72 vs. ESGIX (38.41).
| ESGIX | VTSMX | ESGIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 19.927 | 22.392 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.6M | 1.73T | 0% |
| Annual Yield % from dividends | 0.65 | 1.26 | 51% |
| Returns for 1 year | 30.28 | 30.52 | 99% |
| Returns for 3 years | 11.66 | 19.91 | 59% |
| Returns for 5 years | 38.41 | 83.72 | 46% |
| Returns for 10 years | 28.23 | 186.07 | 15% |