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SPGRX vs VTSMX
SPGRX vs VTSMX Comparison
Open Charts SPGRX vs VTSMX
DWS Equity Sector Strategy Fund
Price$21.12
Change+$0.10 (+0.48%)
VolumeN/A
Net Assets93.11M
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
SPGRX vs VTSMX Comparison Chart in %
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SPGRX vs. VTSMX commentary
Oct 21, 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: 2.02T vs. SPGRX (93.1M). SPGRX (1.04) and VTSMX (1.04) 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 : 15.69 vs. VTSMX (13.79). VTSMX return over 5 years is better than : 84.86 vs. SPGRX (40.26).
| 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 | 16.044 | 13.012 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.1M | 2.02T | 0% |
| Annual Yield % from dividends | 1.04 | 1.04 | 100% |
| Returns for 1 year | 15.69 | 13.79 | 114% |
| Returns for 3 years | 77.13 | 76.02 | 101% |
| Returns for 5 years | 40.26 | 84.86 | 47% |
| Returns for 10 years | 73.33 | 225.10 | 33% |
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