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PWGIX vs VSMPX
PWGIX vs VSMPX Comparison
Open Charts PWGIX vs VSMPX
Impax US Sustainable Economy Instl
Price$25.74
Change+$0.22 (+0.86%)
VolumeN/A
Net Assets517.31M
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
PWGIX vs VSMPX Comparison Chart in %
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PWGIX vs. VSMPX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. PWGIX (517M). PWGIX (1.28) and VSMPX (1.22) have matching dividends . PWGIX was incepted earlier than VSMPX: PWGIX (18 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 : 13.90 vs. PWGIX (-2.35). VSMPX return over 5 years is better than : 95.69 vs. PWGIX (31.45).
| 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 | 18 years | 10 years | - |
| Gain YTD | 5.245 | 6.426 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 517M | 1.82T | 0% |
| Annual Yield % from dividends | 1.28 | 1.22 | 104% |
| Returns for 1 year | -2.35 | 13.90 | -17% |
| Returns for 3 years | 27.61 | 62.17 | 44% |
| Returns for 5 years | 31.45 | 95.69 | 33% |
| Returns for 10 years | 54.73 | 189.21 | 29% |
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