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ESGIX vs VFINX
ESGIX vs VFINX Comparison
Open Charts ESGIX vs VFINX
Dana Epiphany Equity Inst
Price$17.03
Change-$0.63 (-3.57%)
VolumeN/A
Net Assets73.1M
Vanguard 500 Index Investor
Price$639.09
Change+$17.24 (+2.77%)
VolumeN/A
Net Assets1.47T
ESGIX vs VFINX Comparison Chart in %
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ESGIX vs. VFINX 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.48T vs. ESGIX (73.1M). VFINX pays higher dividends than ESGIX: VFINX (1.01) vs ESGIX (0.28). ESGIX was incepted earlier than VFINX: ESGIX (18 years) vs VFINX (49 years). ESGIX (1.01) is less costly to investors than VFINX (0.14). ESGIX is a more actively managed with annual turnover of: 40.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than ESGIX: VFINX (0) vs ESGIX (1000000). VFINX annual gain was more profitable for investors over the last year : 15.48 vs. ESGIX (9.14). VFINX return over 5 years is better than : 78.93 vs. ESGIX (45.41).
| ESGIX | VFINX | ESGIX / VFINX | |
| Total Expense Ratio | 0.85 | 0.14 | 607% |
| Annual Report Gross Expense Ratio | 1.01 | 0.14 | 721% |
| Fund Existence | 18 years | 49 years | - |
| Gain YTD | 1.309 | 1.131 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.1M | 1.48T | 0% |
| Annual Yield % from dividends | 0.28 | 1.01 | 28% |
| Returns for 1 year | 9.14 | 15.48 | 59% |
| Returns for 3 years | 38.16 | 67.54 | 57% |
| Returns for 5 years | 45.41 | 78.93 | 58% |
| Returns for 10 years | 84.54 | 268.63 | 31% |
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