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 a closer substitute for your current allocation.
Cheapest Alternatives to ESGIX
ESGIX charges 1.12% annually. There are 341 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | ESGIX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 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 2016 | ESGIX vs FLCPX | |
| CIT: BlackRock Equity Index Fund Class 1 | 0.02% | — | Jul 2017 | ESGIX vs WBREOX |
Best Risk-Adjusted Alternatives to ESGIX
ESGIX has a PortfoliosLab risk / return rank of 35. There are 299 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 96 | — | Mar 2021 | ESGIX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 92 | 17.20B | Dec 2004 | ESGIX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | ESGIX vs POGSX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | ESGIX vs GTLOX | |
| Vanguard PRIMECAP Fund Admiral Shares | 90 | 92.00B | Nov 2001 | ESGIX vs VPMAX |
Top Performing ESGIX Alternatives (YTD)
ESGIX is at 8.83% YTD. There are 290 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 26.55%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 26.55% | 17.20B | Dec 2004 | ESGIX vs VPCCX | |
| Integrity ESG Growth & Income Fund | 25.50% | — | Jan 1995 | ESGIX vs IGIAX | |
| PRIMECAP Odyssey Growth Fund | 25.47% | — | Nov 2004 | ESGIX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 23.05% | — | Dec 2015 | ESGIX vs RESGX | |
| Vanguard PRIMECAP Fund Admiral Shares | 22.83% | 92.00B | Nov 2001 | ESGIX vs VPMAX |
Lowest Volatility Alternatives to ESGIX
ESGIX has 13.34% 1-year volatility. There are 292 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.24%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.24% | — | Mar 2021 | ESGIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.27% | — | Jun 2013 | ESGIX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.24% | — | Jul 2012 | ESGIX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.26% | — | Jul 2012 | ESGIX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.71% | — | Aug 2018 | ESGIX vs JEPIX |
Lowest Drawdown Alternatives to ESGIX
ESGIX has a 1-year max drawdown of -9.40%. There are 218 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | ESGIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | ESGIX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | ESGIX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | ESGIX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | ESGIX vs QUERX |
Other Mutual Funds from Dana Investment
The 1 most viewed Dana Investment mutual funds shown here include DSCIX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | Small Cap Growth Equities | 91 | 26.68% | — | Nov 2015 | ESGIX vs DSCIX |
Often Compared With ESGIX
Investors most often compare ESGIX with STAG, SCHD, SPYG. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare ESGIX with Any Fund or Stock
Compare ESGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ESGIX with funds that move differently
Dana Epiphany ESG Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ESGIX.
Explore ESGIX Diversifiers