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PWGIX vs VTSAX
PWGIX vs VTSAX Comparison
Open Charts PWGIX vs VTSAX
Impax US Sustainable Economy Instl
Price$22.24
Change-$1.13 (-4.84%)
VolumeN/A
Net Assets322.17M
Vanguard Total Stock Mkt Idx Adm
Price$128.49
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
PWGIX vs VTSAX Comparison Chart
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PWGIX vs. VTSAX commentary
Apr 04, 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.81T vs. PWGIX (322M). PWGIX pays higher dividends than VTSAX: PWGIX (2.06) vs VTSAX (1.35). PWGIX was incepted earlier than VTSAX: PWGIX (18 years) vs VTSAX (24 years). PWGIX (0.63) is less costly to investors than VTSAX (0.04). 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 : 8.05 vs. PWGIX (-7.27). VTSAX return over 5 years is better than : 126.25 vs. PWGIX (48.13).
| PWGIX | VTSAX | PWGIX / VTSAX | |
| Total Expense Ratio | 0.45 | 0.04 | 1,125% |
| Annual Report Gross Expense Ratio | 0.63 | 0.04 | 1,575% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | -4.807 | -3.990 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 322M | 1.81T | 0% |
| Annual Yield % from dividends | 2.06 | 1.35 | 152% |
| Returns for 1 year | -7.27 | 8.05 | -90% |
| Returns for 3 years | -1.53 | 21.03 | -7% |
| Returns for 5 years | 48.13 | 126.25 | 38% |
| Returns for 10 years | 39.31 | 167.38 | 23% |
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