ESGIX
Price
$17.08
Change
-$0.09 (-0.52%)
Updated
Aug 15 closing price
Net Assets
73.89M
VSMPX
Price
$289.01
Change
-$0.76 (-0.26%)
Updated
Aug 15 closing price
Net Assets
1.91T
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ESGIX vs VSMPX

Header iconESGIX vs VSMPX Comparison
Open Charts ESGIX vs VSMPXBanner chart's image
Dana Epiphany Equity Inst
Price$17.08
Change-$0.09 (-0.52%)
VolumeN/A
Net Assets73.89M
Vanguard Total Stock Mkt Idx Instl Pls
Price$289.01
Change-$0.76 (-0.26%)
VolumeN/A
Net Assets1.91T
ESGIX vs VSMPX Comparison Chart in %
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ESGIX vs. VSMPX commentary
Aug 17, 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 Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. ESGIX (73.9M). VSMPX pays higher dividends than ESGIX: VSMPX (1.20) vs ESGIX (0.30). ESGIX was incepted earlier than VSMPX: ESGIX (18 years) vs VSMPX (10 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 (16.25) and VSMPX (16.22) have marching annual gain over last year. VSMPX return over 5 years is better than : 85.90 vs. ESGIX (63.42).
ESGIXVSMPXESGIX / VSMPX
Total Expense Ratio0.850.024,250%
Annual Report Gross Expense Ratio1.010.025,050%
Fund Existence18 years10 years-
Gain YTD10.9339.284118%
Front LoadN/AN/A-
Min. Initial Investment10000001000000001%
Min. Initial Investment IRAN/AN/A-
Net Assets73.9M1.91T0%
Annual Yield % from dividends0.301.2025%
Returns for 1 year16.2516.22100%
Returns for 3 years34.3846.8673%
Returns for 5 years63.4285.9074%
Returns for 10 years50.54193.5626%
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