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SPGRX vs VTSAX
SPGRX vs VTSAX Comparison
Open Charts SPGRX vs VTSAX
DWS Equity Sector Strategy Fund
Price$22.01
Change+$0.66 (+3.09%)
VolumeN/A
Net Assets97.46M
Vanguard Total Stock Mkt Idx Adm
Price$165.45
Change+$4.47 (+2.78%)
VolumeN/A
Net Assets2.06T
SPGRX vs VTSAX Comparison Chart in %
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SPGRX vs. VTSAX commentary
Feb 05, 2026
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: 2.06T vs. SPGRX (97.5M). VTSAX pays higher dividends than SPGRX: VTSAX (1.09) vs SPGRX (0.88). 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 : 18.50 vs. VTSAX (14.80). VTSAX return over 5 years is better than : 68.23 vs. SPGRX (30.26).
| 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 | 1.102 | 1.379 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.5M | 2.06T | 0% |
| Annual Yield % from dividends | 0.88 | 1.09 | 81% |
| Returns for 1 year | 18.50 | 14.80 | 125% |
| Returns for 3 years | 67.52 | 64.03 | 105% |
| Returns for 5 years | 30.26 | 68.23 | 44% |
| Returns for 10 years | 100.29 | 270.92 | 37% |
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