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ESGIX vs VTSMX
ESGIX vs VTSMX Comparison
Open Charts ESGIX vs VTSMX
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.
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).
| ESGIX | VTSMX | ESGIX / VTSMX | |
| Total Expense Ratio | 0.85 | 0.14 | 607% |
| Annual Report Gross Expense Ratio | 1.01 | 0.14 | 721% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 10.933 | 8.287 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.6M | 1.91T | 0% |
| Annual Yield % from dividends | 0.30 | 1.12 | 27% |
| Returns for 1 year | 19.25 | 17.75 | 108% |
| Returns for 3 years | 47.33 | 60.60 | 78% |
| Returns for 5 years | 71.52 | 93.51 | 76% |
| Returns for 10 years | 51.55 | 200.97 | 26% |
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