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SPGRX vs VSMPX
SPGRX vs VSMPX Comparison
Open Charts SPGRX vs VSMPX
DWS Equity Sector Strategy Fund
Price$17.86
Change-$0.03 (-0.17%)
VolumeN/A
Net Assets81.36M
Vanguard Total Stock Mkt Idx Instl Pls
Price$253.89
Change-$0.15 (-0.06%)
VolumeN/A
Net Assets1.72T
SPGRX vs VSMPX Comparison Chart
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SPGRX vs. VSMPX 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. SPGRX (81.4M). VSMPX pays higher dividends than SPGRX: VSMPX (1.37) vs SPGRX (1.25). 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 (7.97) and SPGRX (7.88) have marching annual gain over last year. VSMPX return over 5 years is better than : 89.26 vs. SPGRX (36.74).
| 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 | -1.868 | -4.010 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 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 | 7.97 | 99% |
| Returns for 3 years | 43.02 | 40.13 | 107% |
| Returns for 5 years | 36.74 | 89.26 | 41% |
| Returns for 10 years | 41.68 | 157.38 | 26% |
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