Dana Epiphany ESG Equity Fund (ESGIX) Alternatives
Dana Epiphany ESG Equity Fund (ESGIX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ESGIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to ESGIX
ESGIX charges 1.12% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among ESGIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | ESGIX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | ESGIX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | ESGIX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | ESGIX vs FLCPX | |
| State Street Equity 500 Index II Portfolio | 0.02% | Aug 11, 2014 | ESGIX vs SSEYX |
Best Risk-Adjusted Alternatives to ESGIX
Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | ESGIX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | ESGIX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | ESGIX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | ESGIX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | ESGIX vs DHAMX |
Top Performing ESGIX Alternatives (YTD)
ESGIX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | ESGIX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | ESGIX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | ESGIX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | ESGIX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | ESGIX vs RCKSX |
Lowest Volatility Alternatives to ESGIX
ESGIX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | ESGIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | ESGIX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | ESGIX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | ESGIX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | ESGIX vs QUERX |
Lowest Drawdown Alternatives to ESGIX
ESGIX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | ESGIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | ESGIX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | ESGIX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | ESGIX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | ESGIX vs GQEIX |
Other Mutual Funds from Dana Investment
Most popular Dana Investment mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | Small Cap Growth Equities | 82 | 4.40% | Nov 3, 2015 | ESGIX vs DSCIX |
Often Compared With ESGIX
What investors most often compare with ESGIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| STAG Industrial, Inc. | 47 | -0.84% | — | ESGIX vs STAG | ||
| State Street SPDR Portfolio S&P 500 Growth ETF | S&P 500, Large Cap Growth Equities | 66 | -8.12% | Sep 25, 2000 | ESGIX vs SPYG | |
| Schwab U.S. Dividend Equity ETF | Dividend | 52 | 12.79% | Oct 20, 2011 | ESGIX vs SCHD |
Compare ESGIX with Any Fund or Stock
Compare ESGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.