Interact to see
Advertisement
Advertisement
ESGIX vs VTSAX
ESGIX vs VTSAX Comparison
Open Charts ESGIX vs VTSAX
Dana Epiphany Equity Inst
Price$17.08
Change-$0.09 (-0.52%)
VolumeN/A
Net Assets73.89M
Vanguard Total Stock Mkt Idx Adm
Price$154.04
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
ESGIX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ESGIX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. ESGIX (73.9M). VTSAX pays higher dividends than ESGIX: VTSAX (1.18) vs ESGIX (0.30). ESGIX was incepted earlier than VTSAX: ESGIX (18 years) vs VTSAX (25 years). ESGIX (1.01) is less costly to investors than VTSAX (0.04). ESGIX is a more actively managed with annual turnover of: 37.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than ESGIX: VTSAX (3000) vs ESGIX (1000000). ESGIX (16.25) and VTSAX (16.22) have marching annual gain over last year. VTSAX return over 5 years is better than : 85.86 vs. ESGIX (63.42).
| ESGIX | VTSAX | ESGIX / VTSAX | |
| Total Expense Ratio | 0.85 | 0.04 | 2,125% |
| Annual Report Gross Expense Ratio | 1.01 | 0.04 | 2,525% |
| Fund Existence | 18 years | 25 years | - |
| Gain YTD | 10.933 | 9.275 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.9M | 1.91T | 0% |
| Annual Yield % from dividends | 0.30 | 1.18 | 25% |
| Returns for 1 year | 16.25 | 16.22 | 100% |
| Returns for 3 years | 34.38 | 46.82 | 73% |
| Returns for 5 years | 63.42 | 85.86 | 74% |
| Returns for 10 years | 50.54 | 203.17 | 25% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement