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SPGRX vs VTSMX
SPGRX vs VTSMX Comparison
Open Charts SPGRX vs VTSMX
DWS Equity Sector Strategy Fund
Price$20.33
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets90.59M
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
SPGRX vs VTSMX Comparison Chart in %
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SPGRX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. SPGRX (90.6M). SPGRX (1.10) and VTSMX (1.09) 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 (16.93) and VTSMX (16.21) have marching annual gain over last year. VTSMX return over 5 years is better than : 85.82 vs. SPGRX (38.11).
| 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 | 11.703 | 9.266 | 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 | 1.09 | 101% |
| Returns for 1 year | 16.93 | 16.21 | 104% |
| Returns for 3 years | 52.09 | 46.80 | 111% |
| Returns for 5 years | 38.11 | 85.82 | 44% |
| Returns for 10 years | 63.65 | 202.54 | 31% |
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