ESGIX
Price
$16.69
Change
+$0.16 (+0.97%)
Updated
Jul 3 closing price
Net Assets
72.95M
VTSMX
Price
$149.99
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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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$16.69
Change+$0.16 (+0.97%)
VolumeN/A
Net Assets72.95M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
ESGIX vs VTSMX Comparison Chart in %
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ESGIX vs. VTSMX commentary
Jul 07, 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: 1.82T vs. ESGIX (72.9M). 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). VTSMX (13.89) and ESGIX (13.37) have marching annual gain over last year. VTSMX return over 5 years is better than : 95.59 vs. ESGIX (72.98).
ESGIXVTSMXESGIX / VTSMX
Total Expense Ratio0.850.14607%
Annual Report Gross Expense Ratio1.010.14721%
Fund Existence17 years33 years-
Gain YTD8.4006.421131%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets72.9M1.82T0%
Annual Yield % from dividends0.301.1227%
Returns for 1 year13.3713.8996%
Returns for 3 years47.9762.0877%
Returns for 5 years72.9895.5976%
Returns for 10 years49.59198.0525%
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