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SPGRX vs VSTSX
SPGRX vs VSTSX Comparison
Open Charts SPGRX vs VSTSX
DWS Equity Sector Strategy Fund
Price$19.96
Change+$0.09 (+0.45%)
VolumeN/A
Net Assets89.13M
Vanguard Total Stock Mkt Idx Instl Sel
Price$298.30
Change+$1.93 (+0.65%)
VolumeN/A
Net Assets1.91T
SPGRX vs VSTSX Comparison Chart in %
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SPGRX vs. VSTSX commentary
Aug 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.91T vs. SPGRX (89.1M). VSTSX pays higher dividends than SPGRX: VSTSX (1.20) vs SPGRX (1.10). 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). VSTSX (20.04) and SPGRX (20.02) have marching annual gain over last year. VSTSX return over 5 years is better than : 82.85 vs. SPGRX (35.50).
| 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 | 9.176 | 6.773 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.1M | 1.91T | 0% |
| Annual Yield % from dividends | 1.10 | 1.20 | 92% |
| Returns for 1 year | 20.02 | 20.04 | 100% |
| Returns for 3 years | 53.82 | 49.34 | 109% |
| Returns for 5 years | 35.50 | 82.85 | 43% |
| Returns for 10 years | 60.05 | N/A | - |
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