ESSIX
Price
$15.09
Change
-$0.06 (-0.40%)
Updated
Sep 20 closing price
VFIAX
Price
$527.71
Change
-$1.02 (-0.19%)
Updated
Sep 20 closing price
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ESSIX vs VFIAX

Header iconESSIX vs VFIAX Comparison
Open Charts ESSIX vs VFIAXBanner chart's image
Essential 40 Stock I
Price$15.09
Change-$0.06 (-0.40%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$527.71
Change-$1.02 (-0.19%)
VolumeN/A
CapitalizationN/A
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ESSIX vs VFIAX Comparison Chart
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VS
ESSIX vs. VFIAX commentary
Sep 22, 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 ESSIX is a StrongBuy and VFIAX is a Buy.

FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.24T vs. ESSIX (75.4M). ESSIX pays higher dividends than VFIAX: ESSIX (1.47) vs VFIAX (1.32). ESSIX was incepted earlier than VFIAX: ESSIX (10 years) vs VFIAX (24 years). ESSIX is a more actively managed with annual turnover of: 55.00 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than ESSIX: VFIAX (3000) vs ESSIX (10000). VFIAX annual gain was more profitable for investors over the last year : 31.72 vs. ESSIX (19.52). VFIAX return over 5 years is better than : 90.47 vs. ESSIX (47.53).
ESSIXVFIAXESSIX / VFIAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence10 years24 years-
Gain YTD10.36419.97152%
Front LoadN/AN/A-
Min. Initial Investment100003000333%
Min. Initial Investment IRAN/AN/A-
Net Assets75.4M1.24T0%
Annual Yield % from dividends1.471.32111%
Returns for 1 year19.5231.7262%
Returns for 3 years9.5530.9931%
Returns for 5 years47.5390.4753%
Returns for 10 years68.32190.4836%
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