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SPGRX vs VSMPX
SPGRX vs VSMPX Comparison
Open Charts SPGRX vs VSMPX
DWS Equity Sector Strategy Fund
Price$18.95
Change+$0.19 (+1.01%)
VolumeN/A
Net Assets85.05M
Vanguard Total Stock Mkt Idx Instl Pls
Price$269.55
Change+$2.84 (+1.06%)
VolumeN/A
Net Assets1.82T
SPGRX vs VSMPX Comparison Chart
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SPGRX vs. VSMPX commentary
Jun 07, 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. SPGRX (85M). VSMPX pays higher dividends than SPGRX: VSMPX (1.29) vs SPGRX (1.18). SPGRX was incepted earlier than VSMPX: SPGRX (29 years) vs VSMPX (10 years). SPGRX (0.81) is less costly to investors than VSMPX (0.02). SPGRX is a more actively managed with annual turnover of: 28.00 vs. VSMPX (2.00). SPGRX has a lower initial minimum investment than VSMPX: SPGRX (2500) vs VSMPX (100000000). SPGRX (11.51) and VSMPX (10.97) have marching annual gain over last year. VSMPX return over 5 years is better than : 81.02 vs. SPGRX (33.30).
| SPGRX | VSMPX | SPGRX / VSMPX | |
| Total Expense Ratio | 0.48 | 0.02 | 2,400% |
| Annual Report Gross Expense Ratio | 0.81 | 0.02 | 4,050% |
| Fund Existence | 29 years | 10 years | - |
| Gain YTD | 3.077 | 0.837 | 368% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85M | 1.82T | 0% |
| Annual Yield % from dividends | 1.18 | 1.29 | 92% |
| Returns for 1 year | 11.51 | 10.97 | 105% |
| Returns for 3 years | 43.95 | 40.40 | 109% |
| Returns for 5 years | 33.30 | 81.02 | 41% |
| Returns for 10 years | 50.43 | 171.64 | 29% |
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