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ESGIX vs VSMPX
ESGIX vs VSMPX Comparison
Open Charts ESGIX vs VSMPX
Dana Epiphany Equity Inst
Price$18.02
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets71.51M
Vanguard Total Stock Mkt Idx Instl Pls
Price$307.36
Change+$1.29 (+0.42%)
VolumeN/A
Net Assets2.05T
ESGIX vs VSMPX Comparison Chart in %
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ESGIX vs. VSMPX commentary
Dec 04, 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 Buy and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. ESGIX (71.5M). VSMPX pays higher dividends than ESGIX: VSMPX (1.12) vs ESGIX (0.21). 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: 37.00 vs. VSMPX (2.00). ESGIX has a lower initial minimum investment than VSMPX: ESGIX (1000000) vs VSMPX (100000000). ESGIX annual gain was more profitable for investors over the last year : 12.23 vs. VSMPX (11.45). VSMPX return over 5 years is better than : 77.28 vs. ESGIX (62.31).
| 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 | 17.336 | 15.521 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.5M | 2.05T | 0% |
| Annual Yield % from dividends | 0.21 | 1.12 | 19% |
| Returns for 1 year | 12.23 | 11.45 | 107% |
| Returns for 3 years | 50.96 | 64.49 | 79% |
| Returns for 5 years | 62.31 | 77.28 | 81% |
| Returns for 10 years | 67.29 | 213.44 | 32% |
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