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PWGIX vs VTSMX
PWGIX vs VTSMX Comparison
Open Charts PWGIX vs VTSMX
Impax US Sustainable Economy Instl
Price$24.81
Change-$0.45 (-1.78%)
VolumeN/A
Net Assets352.13M
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
PWGIX vs VTSMX Comparison Chart
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PWGIX vs. VTSMX commentary
Feb 23, 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. PWGIX (352M). VTSMX pays higher dividends than PWGIX: VTSMX (1.26) vs PWGIX (0.47). PWGIX was incepted earlier than VTSMX: PWGIX (18 years) vs VTSMX (33 years). PWGIX is a more actively managed with annual turnover of: 43.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than PWGIX: VTSMX (3000) vs PWGIX (250000). VTSMX annual gain was more profitable for investors over the last year : 17.60 vs. PWGIX (1.04). VTSMX return over 5 years is better than : 74.84 vs. PWGIX (17.13).
| PWGIX | VTSMX | PWGIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 33 years | - |
| Gain YTD | 1.059 | 2.121 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 352M | 1.84T | 0% |
| Annual Yield % from dividends | 0.47 | 1.26 | 37% |
| Returns for 1 year | 1.04 | 17.60 | 6% |
| Returns for 3 years | 10.34 | 36.78 | 28% |
| Returns for 5 years | 17.13 | 74.84 | 23% |
| Returns for 10 years | 45.91 | 180.15 | 25% |
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