SPGRX
Price
$19.79
Change
+$0.15 (+0.76%)
Updated
Jul 3 closing price
Net Assets
88.78M
VTSAX
Price
$150.01
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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SPGRX vs VTSAX

Header iconSPGRX vs VTSAX Comparison
Open Charts SPGRX vs VTSAXBanner chart's image
DWS Equity Sector Strategy Fund
Price$19.79
Change+$0.15 (+0.76%)
VolumeN/A
Net Assets88.78M
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
SPGRX vs VTSAX Comparison Chart in %
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SPGRX vs. VTSAX 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 SPGRX is a Buy and VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. SPGRX (88.8M). VTSAX pays higher dividends than SPGRX: VTSAX (1.21) vs SPGRX (1.13). 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 : 14.61 vs. VTSAX (13.89). VTSAX return over 5 years is better than : 95.62 vs. SPGRX (42.13).
SPGRXVTSAXSPGRX / VTSAX
Total Expense Ratio0.480.041,200%
Annual Report Gross Expense Ratio0.810.042,025%
Fund Existence29 years25 years-
Gain YTD8.7366.416136%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets88.8M1.82T0%
Annual Yield % from dividends1.131.2193%
Returns for 1 year14.6113.89105%
Returns for 3 years63.2362.12102%
Returns for 5 years42.1395.6244%
Returns for 10 years59.40198.6930%
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