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SPGRX vs VTSAX
SPGRX vs VTSAX Comparison
Open Charts SPGRX vs VTSAX
DWS Equity Sector Strategy Fund
Price$21.29
Change-$0.06 (-0.28%)
VolumeN/A
Net Assets94.28M
Vanguard Total Stock Mkt Idx Adm
Price$160.46
Change-$0.76 (-0.47%)
VolumeN/A
Net Assets2.02T
SPGRX vs VTSAX Comparison Chart in %
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SPGRX vs. VTSAX commentary
Oct 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 Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.02T vs. SPGRX (94.3M). VTSAX pays higher dividends than SPGRX: VTSAX (1.13) vs SPGRX (1.04). SPGRX was incepted earlier than VTSAX: SPGRX (29 years) vs VTSAX (25 years). SPGRX (0.81) is less costly to investors than VTSAX (0.04). SPGRX is a more actively managed with annual turnover of: 28.00 vs. VTSAX (2.00). SPGRX has a lower initial minimum investment than VTSAX: SPGRX (2500) vs VTSAX (3000). SPGRX annual gain was more profitable for investors over the last year : 19.60 vs. VTSAX (18.35). VTSAX return over 5 years is better than : 89.11 vs. SPGRX (42.41).
| SPGRX | VTSAX | SPGRX / VTSAX | |
| Total Expense Ratio | 0.48 | 0.04 | 1,200% |
| Annual Report Gross Expense Ratio | 0.81 | 0.04 | 2,025% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | 17.308 | 14.392 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.3M | 2.02T | 0% |
| Annual Yield % from dividends | 1.04 | 1.13 | 92% |
| Returns for 1 year | 19.60 | 18.35 | 107% |
| Returns for 3 years | 83.63 | 82.10 | 102% |
| Returns for 5 years | 42.41 | 89.11 | 48% |
| Returns for 10 years | 75.91 | 231.82 | 33% |
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