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SPGRX vs VSTSX
SPGRX vs VSTSX Comparison
Open Charts SPGRX vs VSTSX
DWS Equity Sector Strategy Fund
Price$18.95
Change+$0.19 (+1.01%)
VolumeN/A
Net Assets85.05M
Vanguard Total Stock Mkt Idx Instl Sel
Price$282.92
Change+$2.98 (+1.06%)
VolumeN/A
Net Assets1.82T
SPGRX vs VSTSX Comparison Chart
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SPGRX vs. VSTSX 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.82T vs. SPGRX (85M). VSTSX pays higher dividends than SPGRX: VSTSX (1.29) vs SPGRX (1.18). SPGRX was incepted earlier than VSTSX: SPGRX (29 years) vs VSTSX (9 years). SPGRX (0.81) is less costly to investors than VSTSX (0.01). SPGRX is a more actively managed with annual turnover of: 28.00 vs. VSTSX (2.00). SPGRX has a lower initial minimum investment than VSTSX: SPGRX (2500) vs VSTSX (5000000000). SPGRX (11.51) and VSTSX (10.98) have marching annual gain over last year. VSTSX return over 5 years is better than : 81.06 vs. SPGRX (33.30).
| SPGRX | VSTSX | SPGRX / VSTSX | |
| Total Expense Ratio | 0.48 | 0.01 | 4,800% |
| Annual Report Gross Expense Ratio | 0.81 | 0.01 | 8,100% |
| Fund Existence | 29 years | 9 years | - |
| Gain YTD | 3.077 | 0.839 | 367% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85M | 1.82T | 0% |
| Annual Yield % from dividends | 1.18 | 1.29 | 91% |
| Returns for 1 year | 11.51 | 10.98 | 105% |
| Returns for 3 years | 43.95 | 40.43 | 109% |
| Returns for 5 years | 33.30 | 81.06 | 41% |
| Returns for 10 years | 50.43 | N/A | - |
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