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ESPTX vs VFWPX
ESPTX vs VFWPX Comparison
Open Charts ESPTX vs VFWPX
UBS International Sustainable Equity P2
Price$12.62
Change-$0.15 (-1.17%)
VolumeN/A
Net Assets155.62M
Vanguard FTSE All-Wld ex-US Idx Ins Plus
Price$154.03
Change+$0.76 (+0.50%)
VolumeN/A
Net Assets75.54B
ESPTX vs VFWPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 75.5B vs. ESPTX (156M). VFWPX pays higher dividends than ESPTX: VFWPX (2.70) vs ESPTX (1.24). ESPTX was incepted earlier than VFWPX: ESPTX (5 years) vs VFWPX (15 years). ESPTX (1.22) is less costly to investors than VFWPX (0.03). ESPTX is a more actively managed with annual turnover of: 45.00 vs. VFWPX (5.00). ESPTX has a lower initial minimum investment than VFWPX: ESPTX (25000000) vs VFWPX (100000000). ESPTX (25.97) and VFWPX (25.36) have marching annual gain over last year. VFWPX return over 5 years is better than : 39.87 vs. ESPTX (24.93).
| ESPTX | VFWPX | ESPTX / VFWPX | |
| Total Expense Ratio | 0.25 | 0.03 | 833% |
| Annual Report Gross Expense Ratio | 1.22 | 0.03 | 4,067% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 27.318 | 29.164 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 100000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156M | 75.5B | 0% |
| Annual Yield % from dividends | 1.24 | 2.70 | 46% |
| Returns for 1 year | 25.97 | 25.36 | 102% |
| Returns for 3 years | 40.85 | 50.03 | 82% |
| Returns for 5 years | 24.93 | 39.87 | 63% |
| Returns for 10 years | N/A | 79.71 | - |
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