Ad is loading...
SPGRX vs VSMPX
SPGRX vs VSMPX Comparison
Open Charts SPGRX vs VSMPX
DWS Equity Sector Strategy Fund
Price$17.85
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets81.64M
Vanguard Total Stock Mkt Idx Instl Pls
Price$251.93
Change+$1.00 (+0.40%)
VolumeN/A
Net Assets1.81T
SPGRX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SPGRX vs. VSMPX 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.81T vs. SPGRX (81.6M). VSMPX pays higher dividends than SPGRX: VSMPX (1.37) vs SPGRX (1.24). SPGRX was incepted earlier than VSMPX: SPGRX (28 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 annual gain was more profitable for investors over the last year : 6.72 vs. VSMPX (5.28). VSMPX return over 5 years is better than : 123.44 vs. SPGRX (53.05).
| 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 | 28 years | 10 years | - |
| Gain YTD | -2.692 | -5.560 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.6M | 1.81T | 0% |
| Annual Yield % from dividends | 1.24 | 1.37 | 91% |
| Returns for 1 year | 6.72 | 5.28 | 127% |
| Returns for 3 years | 25.49 | 20.04 | 127% |
| Returns for 5 years | 53.05 | 123.44 | 43% |
| Returns for 10 years | 40.93 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers