PWGIX
Price
$22.24
Change
-$1.13 (-4.84%)
Updated
Apr 3 closing price
Net Assets
322.17M
VTSMX
Price
$128.47
Change
-$6.87 (-5.08%)
Updated
Apr 3 closing price
Net Assets
1.81T
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PWGIX vs VTSMX

Header iconPWGIX vs VTSMX Comparison
Open Charts PWGIX vs VTSMXBanner chart's image
Impax US Sustainable Economy Instl
Price$22.24
Change-$1.13 (-4.84%)
VolumeN/A
Net Assets322.17M
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
PWGIX vs VTSMX Comparison Chart
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PWGIX vs. VTSMX commentary
Apr 04, 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 Hold and VTSMX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T 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 : 8.05 vs. PWGIX (-7.27). VTSMX return over 5 years is better than : 126.23 vs. PWGIX (48.13).
PWGIXVTSMXPWGIX / VTSMX
Total Expense Ratio0.450.14321%
Annual Report Gross Expense Ratio0.630.14450%
Fund Existence18 years33 years-
Gain YTD-4.807-3.986121%
Front LoadN/AN/A-
Min. Initial Investment25000030008,333%
Min. Initial Investment IRAN/AN/A-
Net Assets322M1.81T0%
Annual Yield % from dividends2.061.25165%
Returns for 1 year-7.278.05-90%
Returns for 3 years-1.5321.01-7%
Returns for 5 years48.13126.2338%
Returns for 10 years39.31166.8024%
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