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PWGIX vs VTSMX
PWGIX vs VTSMX Comparison
Open Charts PWGIX vs VTSMX
Impax US Sustainable Economy Instl
Price$22.66
Change+$0.09 (+0.40%)
VolumeN/A
Net Assets322.17M
Vanguard Total Stock Mkt Idx I
Price$131.78
Change+$0.87 (+0.66%)
VolumeN/A
Net Assets1.7T
PWGIX vs VTSMX Comparison Chart
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PWGIX vs. VTSMX commentary
Apr 28, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. PWGIX (322M). PWGIX pays higher dividends than VTSMX: PWGIX (2.06) vs VTSMX (1.25). PWGIX was incepted earlier than VTSMX: PWGIX (18 years) vs VTSMX (33 years). PWGIX (0.63) is less costly to investors than VTSMX (0.14). 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 : 8.68 vs. PWGIX (-6.71). VTSMX return over 5 years is better than : 91.92 vs. PWGIX (26.43).
| PWGIX | VTSMX | PWGIX / VTSMX | |
| Total Expense Ratio | 0.45 | 0.14 | 321% |
| Annual Report Gross Expense Ratio | 0.63 | 0.14 | 450% |
| Fund Existence | 18 years | 33 years | - |
| Gain YTD | -7.699 | -6.512 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 322M | 1.7T | 0% |
| Annual Yield % from dividends | 2.06 | 1.25 | 165% |
| Returns for 1 year | -6.71 | 8.68 | -77% |
| Returns for 3 years | 4.09 | 29.71 | 14% |
| Returns for 5 years | 26.43 | 91.92 | 29% |
| Returns for 10 years | 33.27 | 156.42 | 21% |