Ad is loading...
Ad is loading...
SPGRX vs VSTSX
SPGRX vs VSTSX Comparison
Open Charts SPGRX vs VSTSX
DWS Equity Sector Strategy Fund
Price$18.45
Change-$0.23 (-1.23%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$278.21
Change-$3.68 (-1.31%)
VolumeN/A
CapitalizationN/A
SPGRX vs VSTSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SPGRX vs. VSTSX commentary
Nov 18, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.73T vs. SPGRX (85.9M). SPGRX (1.39) and VSTSX (1.36) have matching dividends . SPGRX was incepted earlier than VSTSX: SPGRX (28 years) vs VSTSX (8 years). SPGRX is a more actively managed with annual turnover of: 42.00 vs. VSTSX (2.00). SPGRX has a lower initial minimum investment than VSTSX: SPGRX (2500) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 30.56 vs. SPGRX (26.60). VSTSX return over 5 years is better than : 83.83 vs. SPGRX (26.93).
| SPGRX | VSTSX | SPGRX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 8 years | - |
| Gain YTD | 20.431 | 22.443 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.9M | 1.73T | 0% |
| Annual Yield % from dividends | 1.39 | 1.36 | 102% |
| Returns for 1 year | 26.60 | 30.56 | 87% |
| Returns for 3 years | -6.32 | 19.98 | -32% |
| Returns for 5 years | 26.93 | 83.83 | 32% |
| Returns for 10 years | 48.12 | N/A | - |