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ESPTX vs VFWPX
ESPTX vs VFWPX Comparison
Open Charts ESPTX vs VFWPX
UBS International Sustainable Equity P2
Price$11.76
Change+$0.13 (+1.12%)
VolumeN/A
Net Assets157.7M
Vanguard FTSE All-Wld ex-US Idx Ins Plus
Price$139.89
Change+$0.69 (+0.50%)
VolumeN/A
Net Assets65.25B
ESPTX vs VFWPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 65.3B vs. ESPTX (158M). VFWPX pays higher dividends than ESPTX: VFWPX (2.83) vs ESPTX (1.35). 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: 47.00 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 : 18.41 vs. VFWPX (14.77).
| 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 | 15.952 | 16.576 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 100000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158M | 65.3B | 0% |
| Annual Yield % from dividends | 1.35 | 2.83 | 48% |
| Returns for 1 year | 18.41 | 14.77 | 125% |
| Returns for 3 years | 30.74 | 35.50 | 87% |
| Returns for 5 years | N/A | 46.40 | - |
| Returns for 10 years | N/A | 47.32 | - |
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