Interact to see
Advertisement
Advertisement
SPGRX vs VSMPX
SPGRX vs VSMPX Comparison
Open Charts SPGRX vs VSMPX
DWS Equity Sector Strategy Fund
Price$20.33
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets90.59M
Vanguard Total Stock Mkt Idx Instl Pls
Price$289.01
Change-$0.76 (-0.26%)
VolumeN/A
Net Assets1.91T
SPGRX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SPGRX vs. VSMPX commentary
Aug 18, 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 SPGRX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. SPGRX (90.6M). VSMPX pays higher dividends than SPGRX: VSMPX (1.20) vs SPGRX (1.10). SPGRX was incepted earlier than VSMPX: SPGRX (29 years) vs VSMPX (10 years). SPGRX (0.81) is less costly to investors than VSMPX (0.02). SPGRX is a more actively managed with annual turnover of: 28.00 vs. VSMPX (2.00). SPGRX has a lower initial minimum investment than VSMPX: SPGRX (2500) vs VSMPX (100000000). SPGRX (16.93) and VSMPX (16.22) have marching annual gain over last year. VSMPX return over 5 years is better than : 85.90 vs. SPGRX (38.11).
| SPGRX | VSMPX | SPGRX / VSMPX | |
| Total Expense Ratio | 0.48 | 0.02 | 2,400% |
| Annual Report Gross Expense Ratio | 0.81 | 0.02 | 4,050% |
| Fund Existence | 29 years | 10 years | - |
| Gain YTD | 11.703 | 9.284 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90.6M | 1.91T | 0% |
| Annual Yield % from dividends | 1.10 | 1.20 | 92% |
| Returns for 1 year | 16.93 | 16.22 | 104% |
| Returns for 3 years | 52.09 | 46.86 | 111% |
| Returns for 5 years | 38.11 | 85.90 | 44% |
| Returns for 10 years | 63.65 | 193.56 | 33% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SROIX | 13.56 | -0.02 | -0.15% |
| Calamos Antetokounmpo Sustainable Eqs I | |||
| HRIIX | 14.15 | -0.03 | -0.21% |
| Hood River International Opportunity Inv | |||
| JMCEX | 62.86 | -0.29 | -0.46% |
| JPMorgan Mid Cap Equity R2 | |||
| FGIPX | 16.26 | -0.08 | -0.49% |
| Macquarie Growth and Income Instl | |||
| NWXQX | 16.72 | -0.10 | -0.59% |
| Nationwide Mid Cap Market Idx Instl Svc | |||