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ESGIX vs VTSMX
ESGIX vs VTSMX Comparison
Open Charts ESGIX vs VTSMX
Dana Epiphany Equity Inst
Price$15.76
Change+$0.15 (+0.96%)
VolumeN/A
Net Assets66.77M
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
ESGIX vs VTSMX Comparison Chart
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ESGIX vs. VTSMX commentary
Jan 19, 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: 1.78T vs. ESGIX (66.8M). 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 annual gain was more profitable for investors over the last year : 25.24 vs. ESGIX (21.14). VTSMX return over 5 years is better than : 76.07 vs. ESGIX (52.03).
| 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 | 2.271 | 2.241 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.8M | 1.78T | 0% |
| Annual Yield % from dividends | 0.65 | 1.26 | 51% |
| Returns for 1 year | 21.14 | 25.24 | 84% |
| Returns for 3 years | 17.56 | 28.94 | 61% |
| Returns for 5 years | 52.03 | 76.07 | 68% |
| Returns for 10 years | 40.42 | 194.99 | 21% |
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