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PWGIX vs VSMPX
PWGIX vs VSMPX Comparison
Open Charts PWGIX vs VSMPX
Impax US Sustainable Economy Instl
Price$28.86
Change-$0.17 (-0.59%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$273.67
Change-$1.35 (-0.49%)
VolumeN/A
CapitalizationN/A
PWGIX vs VSMPX Comparison Chart
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PWGIX vs. VSMPX commentary
Dec 18, 2024
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 Buy and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.84T vs. PWGIX (354M). VSMPX pays higher dividends than PWGIX: VSMPX (1.36) vs PWGIX (0.47). PWGIX was incepted earlier than VSMPX: PWGIX (18 years) vs VSMPX (10 years). PWGIX is a more actively managed with annual turnover of: 43.00 vs. VSMPX (2.00). PWGIX has a lower initial minimum investment than VSMPX: PWGIX (250000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 26.92 vs. PWGIX (18.80). VSMPX return over 5 years is better than : 84.20 vs. PWGIX (37.02).
| PWGIX | VSMPX | PWGIX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 10 years | - |
| Gain YTD | 23.901 | 26.405 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 354M | 1.84T | 0% |
| Annual Yield % from dividends | 0.47 | 1.36 | 35% |
| Returns for 1 year | 18.80 | 26.92 | 70% |
| Returns for 3 years | -2.28 | 27.92 | -8% |
| Returns for 5 years | 37.02 | 84.20 | 44% |
| Returns for 10 years | 68.24 | N/A | - |
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