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SPGRX vs VTSAX
SPGRX vs VTSAX Comparison
Open Charts SPGRX vs VTSAX
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.
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).
| 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 | 8.736 | 6.416 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.8M | 1.82T | 0% |
| Annual Yield % from dividends | 1.13 | 1.21 | 93% |
| Returns for 1 year | 14.61 | 13.89 | 105% |
| Returns for 3 years | 63.23 | 62.12 | 102% |
| Returns for 5 years | 42.13 | 95.62 | 44% |
| Returns for 10 years | 59.40 | 198.69 | 30% |
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