SPGRX
Price
$20.16
Change
+$0.07 (+0.35%)
Updated
Jul 25 closing price
Net Assets
90.05M
VTSMX
Price
$152.62
Change
+$0.67 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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SPGRX vs VTSMX

Header iconSPGRX vs VTSMX Comparison
Open Charts SPGRX vs VTSMXBanner chart's image
DWS Equity Sector Strategy Fund
Price$20.16
Change+$0.07 (+0.35%)
VolumeN/A
Net Assets90.05M
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
SPGRX vs VTSMX Comparison Chart in %
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SPGRX vs. VTSMX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. SPGRX (90.1M). 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 (18.51) and VTSMX (17.75) have marching annual gain over last year. VTSMX return over 5 years is better than : 93.51 vs. SPGRX (41.37).
SPGRXVTSMXSPGRX / VTSMX
Total Expense Ratio0.480.14343%
Annual Report Gross Expense Ratio0.810.14579%
Fund Existence29 years33 years-
Gain YTD10.7698.287130%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets90.1M1.91T0%
Annual Yield % from dividends1.131.12101%
Returns for 1 year18.5117.75104%
Returns for 3 years63.1960.60104%
Returns for 5 years41.3793.5144%
Returns for 10 years61.97200.9731%
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