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SPGRX vs VTSAX
SPGRX vs VTSAX Comparison
Open Charts SPGRX vs VTSAX
DWS Equity Sector Strategy Fund
Price$20.33
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets90.59M
Vanguard Total Stock Mkt Idx Adm
Price$154.04
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
SPGRX vs VTSAX Comparison Chart in %
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SPGRX vs. VTSAX commentary
Aug 18, 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.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. SPGRX (90.6M). VTSAX pays higher dividends than SPGRX: VTSAX (1.18) vs SPGRX (1.10). 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 (16.93) and VTSAX (16.22) have marching annual gain over last year. VTSAX return over 5 years is better than : 85.86 vs. SPGRX (38.11).
| 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 | 11.703 | 9.275 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90.6M | 1.91T | 0% |
| Annual Yield % from dividends | 1.10 | 1.18 | 93% |
| Returns for 1 year | 16.93 | 16.22 | 104% |
| Returns for 3 years | 52.09 | 46.82 | 111% |
| Returns for 5 years | 38.11 | 85.86 | 44% |
| Returns for 10 years | 63.65 | 203.17 | 31% |
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