Interact to see
Advertisement
Advertisement
ESGIX vs VFIAX
ESGIX vs VFIAX Comparison
Open Charts ESGIX vs VFIAX
Dana Epiphany Equity Inst
Price$17.03
Change-$0.63 (-3.57%)
VolumeN/A
Net Assets73.1M
Vanguard 500 Index Admiral
Price$639.05
Change+$17.29 (+2.78%)
VolumeN/A
Net Assets1.47T
ESGIX vs VFIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ESGIX vs. VFIAX commentary
Feb 04, 2026
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 VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.48T vs. ESGIX (73.1M). VFIAX pays higher dividends than ESGIX: VFIAX (1.10) vs ESGIX (0.28). ESGIX was incepted earlier than VFIAX: ESGIX (18 years) vs VFIAX (25 years). ESGIX (1.01) is less costly to investors than VFIAX (0.04). ESGIX is a more actively managed with annual turnover of: 40.00 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than ESGIX: VFIAX (3000) vs ESGIX (1000000). VFIAX annual gain was more profitable for investors over the last year : 15.49 vs. ESGIX (9.14). VFIAX return over 5 years is better than : 78.94 vs. ESGIX (45.41).
| ESGIX | VFIAX | ESGIX / VFIAX | |
| Total Expense Ratio | 0.85 | 0.04 | 2,125% |
| Annual Report Gross Expense Ratio | 1.01 | 0.04 | 2,525% |
| Fund Existence | 18 years | 25 years | - |
| Gain YTD | 1.309 | 1.141 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.1M | 1.48T | 0% |
| Annual Yield % from dividends | 0.28 | 1.10 | 25% |
| Returns for 1 year | 9.14 | 15.49 | 59% |
| Returns for 3 years | 38.16 | 67.56 | 56% |
| Returns for 5 years | 45.41 | 78.94 | 58% |
| Returns for 10 years | 84.54 | 268.61 | 31% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement