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SPGRX vs VITSX
SPGRX vs VITSX Comparison
Open Charts SPGRX vs VITSX
DWS Equity Sector Strategy Fund
Price$17.85
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets81.64M
Vanguard Total Stock Market Idx I
Price$134.30
Change+$0.53 (+0.40%)
VolumeN/A
Net Assets1.81T
SPGRX vs VITSX Comparison Chart
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SPGRX vs. VITSX commentary
Apr 02, 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 VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.81T vs. SPGRX (81.6M). VITSX pays higher dividends than SPGRX: VITSX (1.36) vs SPGRX (1.24). SPGRX was incepted earlier than VITSX: SPGRX (28 years) vs VITSX (28 years). SPGRX (0.81) is less costly to investors than VITSX (0.03). SPGRX is a more actively managed with annual turnover of: 28.00 vs. VITSX (2.00). SPGRX has a lower initial minimum investment than VITSX: SPGRX (2500) vs VITSX (5000000). SPGRX annual gain was more profitable for investors over the last year : 6.72 vs. VITSX (5.27). VITSX return over 5 years is better than : 123.35 vs. SPGRX (53.05).
| SPGRX | VITSX | SPGRX / VITSX | |
| Total Expense Ratio | 0.48 | 0.03 | 1,600% |
| Annual Report Gross Expense Ratio | 0.81 | 0.03 | 2,700% |
| Fund Existence | 28 years | 28 years | - |
| Gain YTD | -2.692 | -5.564 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.6M | 1.81T | 0% |
| Annual Yield % from dividends | 1.24 | 1.36 | 91% |
| Returns for 1 year | 6.72 | 5.27 | 127% |
| Returns for 3 years | 25.49 | 20.00 | 127% |
| Returns for 5 years | 53.05 | 123.35 | 43% |
| Returns for 10 years | 40.93 | 164.65 | 25% |
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