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SPGRX vs VSTSX
SPGRX vs VSTSX Comparison
Open Charts SPGRX vs VSTSX
DWS Equity Sector Strategy Fund
Price$17.85
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets81.64M
Vanguard Total Stock Mkt Idx Instl Sel
Price$264.42
Change+$1.04 (+0.39%)
VolumeN/A
Net Assets1.81T
SPGRX vs VSTSX Comparison Chart
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SPGRX vs. VSTSX 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.81T vs. SPGRX (81.6M). VSTSX pays higher dividends than SPGRX: VSTSX (1.37) vs SPGRX (1.24). SPGRX was incepted earlier than VSTSX: SPGRX (28 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 annual gain was more profitable for investors over the last year : 6.72 vs. VSTSX (5.29). VSTSX return over 5 years is better than : 123.51 vs. SPGRX (53.05).
| 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 | 28 years | 9 years | - |
| Gain YTD | -2.692 | -5.559 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.6M | 1.81T | 0% |
| Annual Yield % from dividends | 1.24 | 1.37 | 90% |
| Returns for 1 year | 6.72 | 5.29 | 127% |
| Returns for 3 years | 25.49 | 20.07 | 127% |
| Returns for 5 years | 53.05 | 123.51 | 43% |
| Returns for 10 years | 40.93 | N/A | - |
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