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ESGIX vs VSMPX
ESGIX vs VSMPX Comparison
Open Charts ESGIX vs VSMPX
Dana Epiphany Equity Inst
Price$17.03
Change-$0.63 (-3.57%)
VolumeN/A
Net Assets73.1M
Vanguard Total Stock Mkt Idx Instl Pls
Price$310.42
Change+$8.40 (+2.78%)
VolumeN/A
Net Assets2.06T
ESGIX vs VSMPX Comparison Chart in %
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ESGIX vs. VSMPX 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. ESGIX (73.1M). VSMPX pays higher dividends than ESGIX: VSMPX (1.11) vs ESGIX (0.28). ESGIX was incepted earlier than VSMPX: ESGIX (18 years) vs VSMPX (11 years). ESGIX (1.01) is less costly to investors than VSMPX (0.02). ESGIX is a more actively managed with annual turnover of: 40.00 vs. VSMPX (2.00). ESGIX has a lower initial minimum investment than VSMPX: ESGIX (1000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 14.80 vs. ESGIX (9.14). VSMPX return over 5 years is better than : 68.28 vs. ESGIX (45.41).
| ESGIX | VSMPX | ESGIX / VSMPX | |
| Total Expense Ratio | 0.85 | 0.02 | 4,250% |
| Annual Report Gross Expense Ratio | 1.01 | 0.02 | 5,050% |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | 1.309 | 1.381 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.1M | 2.06T | 0% |
| Annual Yield % from dividends | 0.28 | 1.11 | 25% |
| Returns for 1 year | 9.14 | 14.80 | 62% |
| Returns for 3 years | 38.16 | 64.07 | 60% |
| Returns for 5 years | 45.41 | 68.28 | 67% |
| Returns for 10 years | 84.54 | 259.26 | 33% |
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