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SPGRX vs VSMPX
SPGRX vs VSMPX Comparison
Open Charts SPGRX vs VSMPX
DWS Equity Sector Strategy Fund
Price$19.94
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets89.13M
Vanguard Total Stock Mkt Idx Instl Pls
Price$283.94
Change-$0.26 (-0.09%)
VolumeN/A
Net Assets1.91T
SPGRX vs VSMPX Comparison Chart in %
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SPGRX vs. VSMPX commentary
Aug 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. SPGRX (89.1M). VSMPX pays higher dividends than SPGRX: VSMPX (1.20) vs SPGRX (1.10). 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). VSMPX (21.79) and SPGRX (21.07) have marching annual gain over last year. VSMPX return over 5 years is better than : 83.98 vs. SPGRX (36.12).
| 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 | 9.670 | 7.466 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.1M | 1.91T | 0% |
| Annual Yield % from dividends | 1.10 | 1.20 | 92% |
| Returns for 1 year | 21.07 | 21.79 | 97% |
| Returns for 3 years | 54.63 | 50.22 | 109% |
| Returns for 5 years | 36.12 | 83.98 | 43% |
| Returns for 10 years | 59.65 | 188.00 | 32% |
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