Ad is loading...
PWGIX vs VSMPX
PWGIX vs VSMPX Comparison
Open Charts PWGIX vs VSMPX
Impax US Sustainable Economy Instl
Price$28.00
Change-$0.14 (-0.50%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$256.96
Change-$0.63 (-0.24%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
PWGIX vs VSMPX Comparison Chart
Loading...
PWGIX vs. VSMPX commentary
Sep 21, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. PWGIX (337M). VSMPX pays higher dividends than PWGIX: VSMPX (1.36) vs PWGIX (0.47). PWGIX was incepted earlier than VSMPX: PWGIX (17 years) vs VSMPX (9 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 : 25.90 vs. PWGIX (23.53). VSMPX return over 5 years is better than : 83.02 vs. PWGIX (40.69).
| PWGIX | VSMPX | PWGIX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 18.963 | 16.929 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 337M | 1.72T | 0% |
| Annual Yield % from dividends | 0.47 | 1.36 | 35% |
| Returns for 1 year | 23.53 | 25.90 | 91% |
| Returns for 3 years | -1.87 | 21.36 | -9% |
| Returns for 5 years | 40.69 | 83.02 | 49% |
| Returns for 10 years | 67.95 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers