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PWGIX vs VTSMX
PWGIX vs VTSMX Comparison
Open Charts PWGIX vs VTSMX
Impax US Sustainable Economy Instl
Price$25.74
Change+$0.22 (+0.86%)
VolumeN/A
Net Assets517.31M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
PWGIX vs VTSMX Comparison Chart in %
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PWGIX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. PWGIX (517M). PWGIX pays higher dividends than VTSMX: PWGIX (1.28) vs VTSMX (1.12). PWGIX was incepted earlier than VTSMX: PWGIX (18 years) vs VTSMX (33 years). PWGIX (0.62) is less costly to investors than VTSMX (0.14). PWGIX is a more actively managed with annual turnover of: 45.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than PWGIX: VTSMX (3000) vs PWGIX (250000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. PWGIX (-2.35). VTSMX return over 5 years is better than : 95.59 vs. PWGIX (31.45).
| PWGIX | VTSMX | PWGIX / VTSMX | |
| Total Expense Ratio | 0.45 | 0.14 | 321% |
| Annual Report Gross Expense Ratio | 0.62 | 0.14 | 443% |
| Fund Existence | 18 years | 33 years | - |
| Gain YTD | 5.245 | 6.421 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 517M | 1.82T | 0% |
| Annual Yield % from dividends | 1.28 | 1.12 | 114% |
| Returns for 1 year | -2.35 | 13.89 | -17% |
| Returns for 3 years | 27.61 | 62.08 | 44% |
| Returns for 5 years | 31.45 | 95.59 | 33% |
| Returns for 10 years | 54.73 | 198.05 | 28% |
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