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SPGRX vs VTSMX
SPGRX vs VTSMX Comparison
Open Charts SPGRX vs VTSMX
DWS Equity Sector Strategy Fund
Price$21.63
Change-$0.23 (-1.05%)
VolumeN/A
Net Assets96.42M
Vanguard Total Stock Mkt Idx I
Price$163.50
Change-$1.84 (-1.11%)
VolumeN/A
Net Assets2.06T
SPGRX vs VTSMX Comparison Chart in %
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SPGRX vs. VTSMX commentary
Dec 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. SPGRX (96.4M). VTSMX (1.02) and SPGRX (1.00) have matching dividends . SPGRX was incepted earlier than VTSMX: SPGRX (29 years) vs VTSMX (34 years). SPGRX (0.77) is less costly to investors than VTSMX (0.14). SPGRX is a more actively managed with annual turnover of: 27.00 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 : 16.28 vs. VTSMX (12.68). VTSMX return over 5 years is better than : 79.30 vs. SPGRX (36.36).
| SPGRX | VTSMX | SPGRX / VTSMX | |
| Total Expense Ratio | 0.48 | 0.14 | 343% |
| Annual Report Gross Expense Ratio | 0.77 | 0.14 | 550% |
| Fund Existence | 29 years | 34 years | - |
| Gain YTD | 20.110 | 17.334 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.4M | 2.06T | 0% |
| Annual Yield % from dividends | 1.00 | 1.02 | 99% |
| Returns for 1 year | 16.28 | 12.68 | 128% |
| Returns for 3 years | 70.87 | 70.77 | 100% |
| Returns for 5 years | 36.36 | 79.30 | 46% |
| Returns for 10 years | 85.08 | 240.48 | 35% |
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