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PWGIX vs VTSMX
PWGIX vs VTSMX Comparison
Open Charts PWGIX vs VTSMX
Impax US Sustainable Economy Instl
Price$24.86
Change+$0.17 (+0.69%)
VolumeN/A
Net Assets335.37M
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
PWGIX vs VTSMX Comparison Chart
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PWGIX vs. VTSMX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. PWGIX (335M). 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 : 25.24 vs. PWGIX (7.46). VTSMX return over 5 years is better than : 76.07 vs. PWGIX (17.68).
| 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 | 1.263 | 2.241 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 335M | 1.78T | 0% |
| Annual Yield % from dividends | 0.47 | 1.26 | 37% |
| Returns for 1 year | 7.46 | 25.24 | 30% |
| Returns for 3 years | 4.28 | 28.94 | 15% |
| Returns for 5 years | 17.68 | 76.07 | 23% |
| Returns for 10 years | 54.91 | 194.99 | 28% |
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