ESGIX
Price
$17.08
Change
-$0.09 (-0.52%)
Updated
Aug 15 closing price
Net Assets
73.89M
VTSMX
Price
$154.00
Change
-$0.41 (-0.27%)
Updated
Aug 15 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 (-0.52%)
VolumeN/A
Net Assets73.89M
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
ESGIX vs VTSMX Comparison Chart in %
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ESGIX vs. VTSMX 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. ESGIX (73.9M). VTSMX pays higher dividends than ESGIX: VTSMX (1.09) vs ESGIX (0.30). ESGIX was incepted earlier than VTSMX: ESGIX (18 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 (16.25) and VTSMX (16.21) have marching annual gain over last year. VTSMX return over 5 years is better than : 85.82 vs. ESGIX (63.42).
ESGIXVTSMXESGIX / VTSMX
Total Expense Ratio0.850.14607%
Annual Report Gross Expense Ratio1.010.14721%
Fund Existence18 years33 years-
Gain YTD10.9339.266118%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets73.9M1.91T0%
Annual Yield % from dividends0.301.0927%
Returns for 1 year16.2516.21100%
Returns for 3 years34.3846.8073%
Returns for 5 years63.4285.8274%
Returns for 10 years50.54202.5425%
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