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PWGIX vs VSMPX
PWGIX vs VSMPX Comparison
Open Charts PWGIX vs VSMPX
Impax US Sustainable Economy Instl
Price$27.35
Change+$0.09 (+0.33%)
VolumeN/A
Net Assets540.64M
Vanguard Total Stock Mkt Idx Instl Pls
Price$298.85
Change+$1.31 (+0.44%)
VolumeN/A
Net Assets2.02T
PWGIX vs VSMPX Comparison Chart in %
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PWGIX vs. VSMPX commentary
Oct 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 StrongBuy and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.02T vs. PWGIX (541M). PWGIX (1.20) and VSMPX (1.15) have matching dividends . PWGIX was incepted earlier than VSMPX: PWGIX (19 years) vs VSMPX (10 years). PWGIX (0.62) is less costly to investors than VSMPX (0.02). PWGIX is a more actively managed with annual turnover of: 45.00 vs. VSMPX (2.00). PWGIX has a lower initial minimum investment than VSMPX: PWGIX (250000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 13.81 vs. PWGIX (-3.30). VSMPX return over 5 years is better than : 84.96 vs. PWGIX (25.34).
| PWGIX | VSMPX | PWGIX / VSMPX | |
| Total Expense Ratio | 0.45 | 0.02 | 2,250% |
| Annual Report Gross Expense Ratio | 0.62 | 0.02 | 3,100% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 11.828 | 13.029 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 541M | 2.02T | 0% |
| Annual Yield % from dividends | 1.20 | 1.15 | 105% |
| Returns for 1 year | -3.30 | 13.81 | -24% |
| Returns for 3 years | 41.77 | 76.12 | 55% |
| Returns for 5 years | 25.34 | 84.96 | 30% |
| Returns for 10 years | 68.58 | 215.53 | 32% |
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