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SPGRX vs VSMPX
SPGRX vs VSMPX Comparison
Open Charts SPGRX vs VSMPX
DWS Equity Sector Strategy Fund
Price$21.63
Change-$0.23 (-1.05%)
VolumeN/A
Net Assets96.42M
Vanguard Total Stock Mkt Idx Instl Pls
Price$306.87
Change-$3.46 (-1.11%)
VolumeN/A
Net Assets2.06T
SPGRX vs VSMPX Comparison Chart in %
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SPGRX vs. VSMPX commentary
Dec 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. SPGRX (96.4M). VSMPX pays higher dividends than SPGRX: VSMPX (1.12) vs SPGRX (1.00). SPGRX was incepted earlier than VSMPX: SPGRX (29 years) vs VSMPX (11 years). SPGRX (0.77) is less costly to investors than VSMPX (0.02). SPGRX is a more actively managed with annual turnover of: 27.00 vs. VSMPX (2.00). SPGRX has a lower initial minimum investment than VSMPX: SPGRX (2500) vs VSMPX (100000000). SPGRX annual gain was more profitable for investors over the last year : 16.28 vs. VSMPX (12.70). VSMPX return over 5 years is better than : 79.39 vs. SPGRX (36.36).
| SPGRX | VSMPX | SPGRX / VSMPX | |
| Total Expense Ratio | 0.48 | 0.02 | 2,400% |
| Annual Report Gross Expense Ratio | 0.77 | 0.02 | 3,850% |
| Fund Existence | 29 years | 11 years | - |
| Gain YTD | 20.110 | 17.371 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.4M | 2.06T | 0% |
| Annual Yield % from dividends | 1.00 | 1.12 | 90% |
| Returns for 1 year | 16.28 | 12.70 | 128% |
| Returns for 3 years | 70.87 | 70.86 | 100% |
| Returns for 5 years | 36.36 | 79.39 | 46% |
| Returns for 10 years | 85.08 | 230.39 | 37% |
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