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SPGRX vs VSTSX
SPGRX vs VSTSX Comparison
Open Charts SPGRX vs VSTSX
DWS Equity Sector Strategy Fund
Price$18.31
Change+$0.18 (+0.99%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$280.98
Change+$3.08 (+1.11%)
VolumeN/A
CapitalizationN/A
SPGRX vs VSTSX Comparison Chart
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SPGRX vs. VSTSX commentary
Dec 22, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.84T vs. SPGRX (85.5M). 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 : 24.30 vs. SPGRX (21.60). VSTSX return over 5 years is better than : 79.35 vs. SPGRX (23.66).
| 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 | 20.883 | 23.662 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.5M | 1.84T | 0% |
| Annual Yield % from dividends | 1.39 | 1.36 | 102% |
| Returns for 1 year | 21.60 | 24.30 | 89% |
| Returns for 3 years | 25.78 | 24.22 | 106% |
| Returns for 5 years | 23.66 | 79.35 | 30% |
| Returns for 10 years | 48.58 | N/A | - |
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