Interact to see
Advertisement
Advertisement
ESPTX vs VFWPX
ESPTX vs VFWPX Comparison
Open Charts ESPTX vs VFWPX
UBS International Sustainable Equity P2
Price$12.70
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets155.99M
Vanguard FTSE All-Wld ex-US Idx Ins Plus
Price$152.46
Change+$0.47 (+0.31%)
VolumeN/A
Net Assets75.54B
ESPTX vs VFWPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 75.5B vs. ESPTX (156M). VFWPX pays higher dividends than ESPTX: VFWPX (2.69) vs ESPTX (1.22). 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 annual gain was more profitable for investors over the last year : 23.03 vs. VFWPX (21.84). VFWPX return over 5 years is better than : 31.87 vs. ESPTX (17.53).
| 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 | 25.922 | 26.993 | 96% |
| 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 | 1.22 | 2.69 | 45% |
| Returns for 1 year | 23.03 | 21.84 | 105% |
| Returns for 3 years | 34.36 | 42.46 | 81% |
| Returns for 5 years | 17.53 | 31.87 | 55% |
| Returns for 10 years | N/A | 73.55 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers