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SPGRX vs VTSAX
SPGRX vs VTSAX Comparison
Open Charts SPGRX vs VTSAX
DWS Equity Sector Strategy Fund
Price$22.00
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets97.25M
Vanguard Total Stock Mkt Idx Adm
Price$165.34
Change-$0.09 (-0.05%)
VolumeN/A
Net Assets2.06T
SPGRX vs VTSAX Comparison Chart in %
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SPGRX vs. VTSAX commentary
Dec 29, 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: 2.06T vs. SPGRX (97.3M). VTSAX pays higher dividends than SPGRX: VTSAX (1.11) vs SPGRX (1.00). SPGRX was incepted earlier than VTSAX: SPGRX (29 years) vs VTSAX (25 years). SPGRX (0.77) is less costly to investors than VTSAX (0.04). SPGRX is a more actively managed with annual turnover of: 27.00 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 : 18.44 vs. VTSAX (14.33). VTSAX return over 5 years is better than : 76.73 vs. SPGRX (35.33).
| SPGRX | VTSAX | SPGRX / VTSAX | |
| Total Expense Ratio | 0.48 | 0.04 | 1,200% |
| Annual Report Gross Expense Ratio | 0.77 | 0.04 | 1,925% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | 20.879 | 17.316 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.3M | 2.06T | 0% |
| Annual Yield % from dividends | 1.00 | 1.11 | 91% |
| Returns for 1 year | 18.44 | 14.33 | 129% |
| Returns for 3 years | 77.08 | 78.72 | 98% |
| Returns for 5 years | 35.33 | 76.73 | 46% |
| Returns for 10 years | 81.86 | 232.82 | 35% |
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