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SPGRX vs VTSMX
SPGRX vs VTSMX Comparison
Open Charts SPGRX vs VTSMX
DWS Equity Sector Strategy Fund
Price$19.79
Change+$0.15 (+0.76%)
VolumeN/A
Net Assets88.78M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
SPGRX vs VTSMX Comparison Chart in %
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SPGRX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. SPGRX (88.8M). SPGRX (1.13) and VTSMX (1.12) 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 : 14.61 vs. VTSMX (13.89). VTSMX return over 5 years is better than : 95.59 vs. SPGRX (42.13).
| 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 | 8.736 | 6.421 | 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 | 1.12 | 101% |
| Returns for 1 year | 14.61 | 13.89 | 105% |
| Returns for 3 years | 63.23 | 62.08 | 102% |
| Returns for 5 years | 42.13 | 95.59 | 44% |
| Returns for 10 years | 59.40 | 198.05 | 30% |
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