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SPGRX vs VTSMX
SPGRX vs VTSMX Comparison
Open Charts SPGRX vs VTSMX
DWS Equity Sector Strategy Fund
Price$20.50
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets91.19M
Vanguard Total Stock Mkt Idx I
Price$155.90
Change+$0.40 (+0.26%)
VolumeN/A
Net Assets1.95T
SPGRX vs VTSMX Comparison Chart in %
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SPGRX vs. VTSMX commentary
Sep 09, 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: 1.95T vs. SPGRX (91.2M). SPGRX (1.08) and VTSMX (1.07) 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). VTSMX (18.03) and SPGRX (18.00) have marching annual gain over last year. VTSMX return over 5 years is better than : 84.94 vs. SPGRX (38.18).
| 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 | 12.473 | 10.330 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.2M | 1.95T | 0% |
| Annual Yield % from dividends | 1.08 | 1.07 | 101% |
| Returns for 1 year | 18.00 | 18.03 | 100% |
| Returns for 3 years | 66.60 | 63.63 | 105% |
| Returns for 5 years | 38.18 | 84.94 | 45% |
| Returns for 10 years | 71.70 | 224.15 | 32% |
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