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SPGRX vs VTSAX
SPGRX vs VTSAX Comparison
Open Charts SPGRX vs VTSAX
DWS Equity Sector Strategy Fund
Price$21.59
Change-$0.33 (-1.51%)
VolumeN/A
Net Assets96.27M
Vanguard Total Stock Mkt Idx Adm
Price$160.60
Change-$2.86 (-1.75%)
VolumeN/A
Net Assets2.05T
SPGRX vs VTSAX Comparison Chart in %
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SPGRX vs. VTSAX commentary
Nov 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 Hold and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.05T vs. SPGRX (96.3M). VTSAX pays higher dividends than SPGRX: VTSAX (1.11) vs SPGRX (1.01). 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 : 18.15 vs. VTSAX (13.43). VTSAX return over 5 years is better than : 84.01 vs. SPGRX (40.51).
| 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 | 20.440 | 15.982 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.3M | 2.05T | 0% |
| Annual Yield % from dividends | 1.01 | 1.11 | 91% |
| Returns for 1 year | 18.15 | 13.43 | 135% |
| Returns for 3 years | 71.72 | 68.24 | 105% |
| Returns for 5 years | 40.51 | 84.01 | 48% |
| Returns for 10 years | 81.56 | 236.16 | 35% |
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