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SPGRX vs VTSAX
SPGRX vs VTSAX Comparison
Open Charts SPGRX vs VTSAX
DWS Equity Sector Strategy Fund
Price$21.36
Change+$0.24 (+1.14%)
VolumeN/A
Net Assets93.11M
Vanguard Total Stock Mkt Idx Adm
Price$161.08
Change+$1.79 (+1.12%)
VolumeN/A
Net Assets2.02T
SPGRX vs VTSAX Comparison Chart in %
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SPGRX vs. VTSAX commentary
Oct 21, 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 Hold and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.02T vs. SPGRX (93.1M). VTSAX pays higher dividends than SPGRX: VTSAX (1.13) vs SPGRX (1.04). SPGRX was incepted earlier than VTSAX: SPGRX (29 years) vs VTSAX (25 years). SPGRX (0.81) is less costly to investors than VTSAX (0.04). SPGRX is a more actively managed with annual turnover of: 28.00 vs. VTSAX (2.00). SPGRX has a lower initial minimum investment than VTSAX: SPGRX (2500) vs VTSAX (3000). SPGRX annual gain was more profitable for investors over the last year : 15.69 vs. VTSAX (13.81). VTSAX return over 5 years is better than : 84.90 vs. SPGRX (40.26).
| SPGRX | VTSAX | SPGRX / VTSAX | |
| Total Expense Ratio | 0.48 | 0.04 | 1,200% |
| Annual Report Gross Expense Ratio | 0.81 | 0.04 | 2,025% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | 16.044 | 13.023 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.1M | 2.02T | 0% |
| Annual Yield % from dividends | 1.04 | 1.13 | 92% |
| Returns for 1 year | 15.69 | 13.81 | 114% |
| Returns for 3 years | 77.13 | 76.08 | 101% |
| Returns for 5 years | 40.26 | 84.90 | 47% |
| Returns for 10 years | 73.33 | 225.85 | 32% |
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