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FXAIX vs SPGRX
FXAIX vs SPGRX Comparison
Open Charts FXAIX vs SPGRX
DWS Equity Sector Strategy Fund
Price$17.86
Change-$0.03 (-0.17%)
VolumeN/A
Net Assets81.36M
FXAIX vs SPGRX Comparison Chart
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FXAIX vs. SPGRX commentary
May 12, 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 FXAIX is a Buy and SPGRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 594B vs. SPGRX (81.4M). FXAIX pays higher dividends than SPGRX: FXAIX (1.34) vs SPGRX (1.25). FXAIX was incepted earlier than SPGRX: FXAIX (14 years) vs SPGRX (29 years). SPGRX (0.81) is less costly to investors than FXAIX (0.01). SPGRX is a more actively managed with annual turnover of: 28.00 vs. FXAIX (2.00). FXAIX has a lower initial minimum investment than SPGRX: FXAIX (0) vs SPGRX (2500). FXAIX annual gain was more profitable for investors over the last year : 9.99 vs. SPGRX (7.88). FXAIX return over 5 years is better than : 108.40 vs. SPGRX (36.74).
| FXAIX | SPGRX | FXAIX / SPGRX | |
| Total Expense Ratio | 0.01 | 0.48 | 3% |
| Annual Report Gross Expense Ratio | 0.01 | 0.81 | 2% |
| Fund Existence | 14 years | 29 years | - |
| Gain YTD | -3.366 | -1.868 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 594B | 81.4M | 729,730% |
| Annual Yield % from dividends | 1.34 | 1.25 | 107% |
| Returns for 1 year | 9.99 | 7.88 | 127% |
| Returns for 3 years | 48.07 | 43.02 | 112% |
| Returns for 5 years | 108.40 | 36.74 | 295% |
| Returns for 10 years | 194.80 | 41.68 | 467% |