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ESPTX vs VFWPX
ESPTX vs VFWPX Comparison
Open Charts ESPTX vs VFWPX
UBS International Sustainable Equity P2
Price$12.39
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets155.83M
Vanguard FTSE All-Wld ex-US Idx Ins Plus
Price$150.51
Change+$0.63 (+0.42%)
VolumeN/A
Net Assets74.16B
ESPTX vs VFWPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 74.2B vs. ESPTX (156M). VFWPX pays higher dividends than ESPTX: VFWPX (2.74) vs ESPTX (1.25). ESPTX was incepted earlier than VFWPX: ESPTX (5 years) vs VFWPX (15 years). ESPTX (1.22) is less costly to investors than VFWPX (0.03). ESPTX is a more actively managed with annual turnover of: 45.00 vs. VFWPX (5.00). ESPTX has a lower initial minimum investment than VFWPX: ESPTX (25000000) vs VFWPX (100000000). ESPTX annual gain was more profitable for investors over the last year : 18.50 vs. VFWPX (17.45).
| ESPTX | VFWPX | ESPTX / VFWPX | |
| Total Expense Ratio | 0.25 | 0.03 | 833% |
| Annual Report Gross Expense Ratio | 1.22 | 0.03 | 4,067% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 23.031 | 25.684 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 100000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156M | 74.2B | 0% |
| Annual Yield % from dividends | 1.25 | 2.74 | 46% |
| Returns for 1 year | 18.50 | 17.45 | 106% |
| Returns for 3 years | 54.25 | 63.32 | 86% |
| Returns for 5 years | N/A | 44.70 | - |
| Returns for 10 years | N/A | 68.79 | - |
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