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SPGRX vs VTSMX
SPGRX vs VTSMX Comparison
Open Charts SPGRX vs VTSMX
DWS Equity Sector Strategy Fund
Price$18.90
Change-$0.18 (-0.94%)
VolumeN/A
Net Assets85.44M
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
SPGRX vs VTSMX Comparison Chart
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SPGRX vs. VTSMX commentary
Jun 16, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. SPGRX (85.4M). VTSMX (1.18) and SPGRX (1.18) have matching dividends . SPGRX was incepted earlier than VTSMX: SPGRX (29 years) vs VTSMX (33 years). SPGRX (0.81) is less costly to investors than VTSMX (0.14). SPGRX is a more actively managed with annual turnover of: 28.00 vs. VTSMX (2.00). SPGRX has a lower initial minimum investment than VTSMX: SPGRX (2500) vs VTSMX (3000). SPGRX annual gain was more profitable for investors over the last year : 11.37 vs. VTSMX (10.06). VTSMX return over 5 years is better than : 91.36 vs. SPGRX (39.40).
| SPGRX | VTSMX | SPGRX / VTSMX | |
| Total Expense Ratio | 0.48 | 0.14 | 343% |
| Annual Report Gross Expense Ratio | 0.81 | 0.14 | 579% |
| Fund Existence | 29 years | 33 years | - |
| Gain YTD | 3.846 | 1.349 | 285% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.4M | 1.82T | 0% |
| Annual Yield % from dividends | 1.18 | 1.18 | 100% |
| Returns for 1 year | 11.37 | 10.06 | 113% |
| Returns for 3 years | 60.83 | 57.59 | 106% |
| Returns for 5 years | 39.40 | 91.36 | 43% |
| Returns for 10 years | 50.79 | 178.92 | 28% |
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