ESGIX
Price
$17.08
Change
+$0.09 (+0.53%)
Updated
Jul 25 closing price
Net Assets
74.63M
VTSMX
Price
$152.62
Change
+$0.67 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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ESGIX vs VTSMX

Header iconESGIX vs VTSMX Comparison
Open Charts ESGIX vs VTSMXBanner chart's image
Dana Epiphany Equity Inst
Price$17.08
Change+$0.09 (+0.53%)
VolumeN/A
Net Assets74.63M
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
ESGIX vs VTSMX Comparison Chart in %
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ESGIX vs. VTSMX commentary
Jul 27, 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. ESGIX (74.6M). VTSMX pays higher dividends than ESGIX: VTSMX (1.12) vs ESGIX (0.30). ESGIX was incepted earlier than VTSMX: ESGIX (17 years) vs VTSMX (33 years). ESGIX (1.01) is less costly to investors than VTSMX (0.14). ESGIX is a more actively managed with annual turnover of: 37.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than ESGIX: VTSMX (3000) vs ESGIX (1000000). ESGIX annual gain was more profitable for investors over the last year : 19.25 vs. VTSMX (17.75). VTSMX return over 5 years is better than : 93.51 vs. ESGIX (71.52).
ESGIXVTSMXESGIX / VTSMX
Total Expense Ratio0.850.14607%
Annual Report Gross Expense Ratio1.010.14721%
Fund Existence17 years33 years-
Gain YTD10.9338.287132%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets74.6M1.91T0%
Annual Yield % from dividends0.301.1227%
Returns for 1 year19.2517.75108%
Returns for 3 years47.3360.6078%
Returns for 5 years71.5293.5176%
Returns for 10 years51.55200.9726%
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