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ESGIX vs VFIAX
ESGIX vs VFIAX Comparison
Open Charts ESGIX vs VFIAX
Dana Epiphany Equity Inst
Price$17.65
Change-$0.29 (-1.62%)
VolumeN/A
Net Assets75.63M
Vanguard 500 Index Admiral
Price$622.46
Change-$10.46 (-1.65%)
VolumeN/A
Net Assets1.46T
ESGIX vs VFIAX Comparison Chart in %
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ESGIX vs. VFIAX commentary
Nov 14, 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 VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.46T vs. ESGIX (75.6M). VFIAX pays higher dividends than ESGIX: VFIAX (1.11) vs ESGIX (0.21). 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: 37.00 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 : 14.54 vs. ESGIX (12.39). VFIAX return over 5 years is better than : 91.22 vs. ESGIX (64.67).
| 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 | 16.556 | 16.653 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.6M | 1.46T | 0% |
| Annual Yield % from dividends | 0.21 | 1.11 | 19% |
| Returns for 1 year | 12.39 | 14.54 | 85% |
| Returns for 3 years | 53.61 | 71.74 | 75% |
| Returns for 5 years | 64.67 | 91.22 | 71% |
| Returns for 10 years | 69.28 | 238.79 | 29% |
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