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PWGIX vs VTSMX
PWGIX vs VTSMX Comparison
Open Charts PWGIX vs VTSMX
Impax US Sustainable Economy Instl
Price$28.00
Change-$0.14 (-0.50%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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PWGIX vs VTSMX Comparison Chart
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PWGIX vs. VTSMX commentary
Sep 21, 2024
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: 1.72T vs. PWGIX (337M). VTSMX pays higher dividends than PWGIX: VTSMX (1.26) vs PWGIX (0.47). PWGIX was incepted earlier than VTSMX: PWGIX (17 years) vs VTSMX (32 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 : 31.53 vs. PWGIX (23.53). VTSMX return over 5 years is better than : 85.64 vs. PWGIX (40.69).
| PWGIX | VTSMX | PWGIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 32 years | - |
| Gain YTD | 18.963 | 18.617 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 337M | 1.72T | 0% |
| Annual Yield % from dividends | 0.47 | 1.26 | 37% |
| Returns for 1 year | 23.53 | 31.53 | 75% |
| Returns for 3 years | -1.87 | 25.35 | -7% |
| Returns for 5 years | 40.69 | 85.64 | 48% |
| Returns for 10 years | 67.95 | 187.59 | 36% |
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