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PWGIX vs VSMPX
PWGIX vs VSMPX Comparison
Open Charts PWGIX vs VSMPX
Impax US Sustainable Economy Instl
Price$26.98
Change+$0.15 (+0.56%)
VolumeN/A
Net Assets525.27M
Vanguard Total Stock Mkt Idx Instl Pls
Price$298.79
Change+$1.87 (+0.63%)
VolumeN/A
Net Assets1.95T
PWGIX vs VSMPX Comparison Chart in %
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PWGIX vs. VSMPX commentary
Sep 28, 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: 1.95T vs. PWGIX (525M). PWGIX pays higher dividends than VSMPX: PWGIX (1.23) vs VSMPX (1.17). 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 : 15.65 vs. PWGIX (-3.39). VSMPX return over 5 years is better than : 96.68 vs. PWGIX (30.83).
| 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 | 10.315 | 12.983 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 525M | 1.95T | 0% |
| Annual Yield % from dividends | 1.23 | 1.17 | 105% |
| Returns for 1 year | -3.39 | 15.65 | -22% |
| Returns for 3 years | 42.61 | 80.38 | 53% |
| Returns for 5 years | 30.83 | 96.68 | 32% |
| Returns for 10 years | 78.32 | 239.66 | 33% |
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