Interact to see
Advertisement
Advertisement
ESGIX vs VSTSX
ESGIX vs VSTSX Comparison
Open Charts ESGIX vs VSTSX
Dana Epiphany Equity Inst
Price$17.08
Change-$0.09 (-0.52%)
VolumeN/A
Net Assets73.89M
Vanguard Total Stock Mkt Idx Instl Sel
Price$303.34
Change-$0.81 (-0.27%)
VolumeN/A
Net Assets1.91T
ESGIX vs VSTSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ESGIX vs. VSTSX commentary
Aug 18, 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.91T vs. ESGIX (73.9M). VSTSX pays higher dividends than ESGIX: VSTSX (1.20) vs ESGIX (0.30). ESGIX was incepted earlier than VSTSX: ESGIX (18 years) vs VSTSX (9 years). ESGIX (1.01) is less costly to investors than VSTSX (0.01). ESGIX is a more actively managed with annual turnover of: 37.00 vs. VSTSX (2.00). ESGIX has a lower initial minimum investment than VSTSX: ESGIX (1000000) vs VSTSX (5000000000). ESGIX (16.25) and VSTSX (16.23) have marching annual gain over last year. VSTSX return over 5 years is better than : 85.95 vs. ESGIX (63.42).
| ESGIX | VSTSX | ESGIX / VSTSX | |
| Total Expense Ratio | 0.85 | 0.01 | 8,500% |
| Annual Report Gross Expense Ratio | 1.01 | 0.01 | 10,100% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 10.933 | 9.284 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.9M | 1.91T | 0% |
| Annual Yield % from dividends | 0.30 | 1.20 | 25% |
| Returns for 1 year | 16.25 | 16.23 | 100% |
| Returns for 3 years | 34.38 | 46.90 | 73% |
| Returns for 5 years | 63.42 | 85.95 | 74% |
| Returns for 10 years | 50.54 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement