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SPGRX vs VSTSX
SPGRX vs VSTSX Comparison
Open Charts SPGRX vs VSTSX
DWS Equity Sector Strategy Fund
Price$17.86
Change-$0.03 (-0.17%)
VolumeN/A
Net Assets81.36M
Vanguard Total Stock Mkt Idx Instl Sel
Price$266.48
Change-$0.16 (-0.06%)
VolumeN/A
Net Assets1.72T
SPGRX vs VSTSX Comparison Chart
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SPGRX vs. VSTSX commentary
May 12, 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: 1.72T vs. SPGRX (81.4M). VSTSX pays higher dividends than SPGRX: VSTSX (1.38) vs SPGRX (1.25). 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 (7.97) and SPGRX (7.88) have marching annual gain over last year. VSTSX return over 5 years is better than : 89.31 vs. SPGRX (36.74).
| 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 | -1.868 | -4.010 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.4M | 1.72T | 0% |
| Annual Yield % from dividends | 1.25 | 1.38 | 91% |
| Returns for 1 year | 7.88 | 7.97 | 99% |
| Returns for 3 years | 43.02 | 40.17 | 107% |
| Returns for 5 years | 36.74 | 89.31 | 41% |
| Returns for 10 years | 41.68 | N/A | - |
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