Ad is loading...
SPGRX vs VITSX
SPGRX vs VITSX Comparison
Open Charts SPGRX vs VITSX
DWS Equity Sector Strategy Fund
Price$17.86
Change-$0.03 (-0.17%)
VolumeN/A
Net Assets81.36M
Vanguard Total Stock Market Idx I
Price$135.34
Change-$0.08 (-0.06%)
VolumeN/A
Net Assets1.72T
SPGRX vs VITSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SPGRX vs. VITSX 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 SPGRX is a StrongBuy and VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.72T vs. SPGRX (81.4M). VITSX pays higher dividends than SPGRX: VITSX (1.37) vs SPGRX (1.25). SPGRX was incepted earlier than VITSX: SPGRX (29 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). VITSX (7.95) and SPGRX (7.88) have marching annual gain over last year. VITSX return over 5 years is better than : 89.20 vs. SPGRX (36.74).
| 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 | 29 years | 28 years | - |
| Gain YTD | -1.868 | -4.018 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.4M | 1.72T | 0% |
| Annual Yield % from dividends | 1.25 | 1.37 | 91% |
| Returns for 1 year | 7.88 | 7.95 | 99% |
| Returns for 3 years | 43.02 | 40.08 | 107% |
| Returns for 5 years | 36.74 | 89.20 | 41% |
| Returns for 10 years | 41.68 | 165.78 | 25% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers