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PWGIX vs VTSAX
PWGIX vs VTSAX Comparison
Open Charts PWGIX vs VTSAX
Impax US Sustainable Economy Instl
Price$24.86
Change+$0.17 (+0.69%)
VolumeN/A
Net Assets335.37M
Vanguard Total Stock Mkt Idx Adm
Price$144.19
Change+$1.35 (+0.95%)
VolumeN/A
Net Assets1.78T
PWGIX vs VTSAX Comparison Chart
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PWGIX vs. VTSAX commentary
Jan 19, 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 Buy and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. PWGIX (335M). VTSAX pays higher dividends than PWGIX: VTSAX (1.35) vs PWGIX (0.47). PWGIX was incepted earlier than VTSAX: PWGIX (18 years) vs VTSAX (24 years). PWGIX is a more actively managed with annual turnover of: 43.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than PWGIX: VTSAX (3000) vs PWGIX (250000). VTSAX annual gain was more profitable for investors over the last year : 25.26 vs. PWGIX (7.46). VTSAX return over 5 years is better than : 76.10 vs. PWGIX (17.68).
| PWGIX | VTSAX | PWGIX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 1.263 | 2.241 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 335M | 1.78T | 0% |
| Annual Yield % from dividends | 0.47 | 1.35 | 35% |
| Returns for 1 year | 7.46 | 25.26 | 30% |
| Returns for 3 years | 4.28 | 28.96 | 15% |
| Returns for 5 years | 17.68 | 76.10 | 23% |
| Returns for 10 years | 54.91 | 195.63 | 28% |
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