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SPGRX vs VTSMX
SPGRX vs VTSMX Comparison
Open Charts SPGRX vs VTSMX
DWS Equity Sector Strategy Fund
Price$21.59
Change-$0.33 (-1.51%)
VolumeN/A
Net Assets96.27M
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
SPGRX vs VTSMX Comparison Chart in %
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SPGRX vs. VTSMX commentary
Nov 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. SPGRX (96.3M). VTSMX (1.02) and SPGRX (1.01) have matching dividends . SPGRX was incepted earlier than VTSMX: SPGRX (29 years) vs VTSMX (34 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 : 18.15 vs. VTSMX (13.42). VTSMX return over 5 years is better than : 83.98 vs. SPGRX (40.51).
| 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 | 34 years | - |
| Gain YTD | 20.440 | 15.972 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.3M | 2.05T | 0% |
| Annual Yield % from dividends | 1.01 | 1.02 | 99% |
| Returns for 1 year | 18.15 | 13.42 | 135% |
| Returns for 3 years | 71.72 | 68.22 | 105% |
| Returns for 5 years | 40.51 | 83.98 | 48% |
| Returns for 10 years | 81.56 | 235.40 | 35% |
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