Interact to see
Advertisement
Advertisement
PWGIX vs VTSMX
PWGIX vs VTSMX Comparison
Open Charts PWGIX vs VTSMX
Impax US Sustainable Economy Instl
Price$24.54
Change-$0.04 (-0.16%)
VolumeN/A
Net Assets467.71M
Vanguard Total Stock Mkt Idx I
Price$142.11
Change-$0.65 (-0.46%)
VolumeN/A
Net Assets1.82T
PWGIX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PWGIX vs. VTSMX commentary
Jun 06, 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: 1.82T vs. PWGIX (468M). PWGIX pays higher dividends than VTSMX: PWGIX (1.98) vs VTSMX (1.18). PWGIX was incepted earlier than VTSMX: PWGIX (18 years) vs VTSMX (33 years). PWGIX (0.62) is less costly to investors than VTSMX (0.14). PWGIX is a more actively managed with annual turnover of: 45.00 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 : 11.39 vs. PWGIX (-4.98). VTSMX return over 5 years is better than : 81.77 vs. PWGIX (22.87).
| PWGIX | VTSMX | PWGIX / VTSMX | |
| Total Expense Ratio | 0.45 | 0.14 | 321% |
| Annual Report Gross Expense Ratio | 0.62 | 0.14 | 443% |
| Fund Existence | 18 years | 33 years | - |
| Gain YTD | 0.122 | 1.278 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 468M | 1.82T | 0% |
| Annual Yield % from dividends | 1.98 | 1.18 | 167% |
| Returns for 1 year | -4.98 | 11.39 | -44% |
| Returns for 3 years | 13.65 | 42.44 | 32% |
| Returns for 5 years | 22.87 | 81.77 | 28% |
| Returns for 10 years | 44.93 | 181.22 | 25% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement