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ESPTX vs VFWPX
ESPTX vs VFWPX Comparison
Open Charts ESPTX vs VFWPX
UBS International Sustainable Equity P2
Price$13.17
Change+$0.76 (+6.12%)
VolumeN/A
Net Assets155.02M
Vanguard FTSE All-Wld ex-US Idx Ins Plus
Price$163.39
Change+$13.31 (+8.87%)
VolumeN/A
Net Assets78.2B
ESPTX vs VFWPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 78.2B vs. ESPTX (155M). VFWPX pays higher dividends than ESPTX: VFWPX (2.93) vs ESPTX (1.86). ESPTX was incepted earlier than VFWPX: ESPTX (5 years) vs VFWPX (15 years). ESPTX (1.26) is less costly to investors than VFWPX (0.03). ESPTX is a more actively managed with annual turnover of: 45.00 vs. VFWPX (6.00). ESPTX has a lower initial minimum investment than VFWPX: ESPTX (25000000) vs VFWPX (100000000). VFWPX annual gain was more profitable for investors over the last year : 34.29 vs. ESPTX (28.22). VFWPX return over 5 years is better than : 34.77 vs. ESPTX (18.95).
| ESPTX | VFWPX | ESPTX / VFWPX | |
| Total Expense Ratio | 0.25 | 0.03 | 833% |
| Annual Report Gross Expense Ratio | 1.26 | 0.03 | 4,200% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 2.810 | 6.471 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 100000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155M | 78.2B | 0% |
| Annual Yield % from dividends | 1.86 | 2.93 | 63% |
| Returns for 1 year | 28.22 | 34.29 | 82% |
| Returns for 3 years | 54.23 | 47.98 | 113% |
| Returns for 5 years | 18.95 | 34.77 | 55% |
| Returns for 10 years | N/A | 110.45 | - |
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