Interact to see
Advertisement
Advertisement
PWGIX vs VFINX
PWGIX vs VFINX Comparison
Open Charts PWGIX vs VFINX
Impax US Sustainable Economy Instl
Price$27.52
Change-$0.12 (-0.43%)
VolumeN/A
Net Assets540.64M
Vanguard 500 Index Investor
Price$619.94
Change-$2.37 (-0.38%)
VolumeN/A
Net Assets1.41T
PWGIX vs VFINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PWGIX vs. VFINX commentary
Oct 08, 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 PWGIX is a StrongBuy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. PWGIX (541M). PWGIX pays higher dividends than VFINX: PWGIX (1.20) vs VFINX (1.05). PWGIX was incepted earlier than VFINX: PWGIX (19 years) vs VFINX (49 years). PWGIX (0.62) is less costly to investors than VFINX (0.14). PWGIX is a more actively managed with annual turnover of: 45.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than PWGIX: VFINX (0) vs PWGIX (250000). VFINX annual gain was more profitable for investors over the last year : 18.40 vs. PWGIX (-0.15). VFINX return over 5 years is better than : 95.79 vs. PWGIX (27.49).
| PWGIX | VFINX | PWGIX / VFINX | |
| Total Expense Ratio | 0.45 | 0.14 | 321% |
| Annual Report Gross Expense Ratio | 0.62 | 0.14 | 443% |
| Fund Existence | 19 years | 49 years | - |
| Gain YTD | 12.523 | 14.677 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 541M | 1.41T | 0% |
| Annual Yield % from dividends | 1.20 | 1.05 | 114% |
| Returns for 1 year | -0.15 | 18.40 | -1% |
| Returns for 3 years | 45.83 | 85.42 | 54% |
| Returns for 5 years | 27.49 | 95.79 | 29% |
| Returns for 10 years | 70.45 | 235.08 | 30% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| JHCP | 25.50 | -0.05 | -0.18% |
| JHancock Core Plus Bond ETF | |||
| SNPG | 51.75 | -0.11 | -0.21% |
| Xtrackers S&P 500 Growth Scrd & Scrn ETF | |||
| QDEF | 80.08 | -0.21 | -0.27% |
| FlexShares Quality Dividend Defensv ETF | |||
| FID | 19.73 | -0.10 | -0.49% |
| First Trust S&P Int Div Aristocrats ETF | |||
| DISV | 35.78 | -0.18 | -0.50% |
| Dimensional International Sm Cp Val ETF | |||