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PWGIX vs VFINX
PWGIX vs VFINX Comparison
Open Charts PWGIX vs VFINX
Impax US Sustainable Economy Instl
Price$27.50
Change+$0.17 (+0.62%)
VolumeN/A
Net Assets556.3M
Vanguard 500 Index Investor
Price$613.93
Change+$2.32 (+0.38%)
VolumeN/A
Net Assets1.46T
PWGIX vs VFINX Comparison Chart in %
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PWGIX vs. VFINX commentary
Nov 20, 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 Hold and VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.46T vs. PWGIX (556M). PWGIX pays higher dividends than VFINX: PWGIX (1.16) vs VFINX (1.02). 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 : 11.88 vs. PWGIX (-2.15). VFINX return over 5 years is better than : 86.13 vs. PWGIX (24.53).
| 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 | 12.441 | 12.705 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 556M | 1.46T | 0% |
| Annual Yield % from dividends | 1.16 | 1.02 | 114% |
| Returns for 1 year | -2.15 | 11.88 | -18% |
| Returns for 3 years | 31.29 | 66.96 | 47% |
| Returns for 5 years | 24.53 | 86.13 | 28% |
| Returns for 10 years | 63.25 | 216.80 | 29% |
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