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SPGRX vs VTSAX
SPGRX vs VTSAX Comparison
Open Charts SPGRX vs VTSAX
DWS Equity Sector Strategy Fund
Price$20.49
Change+$0.06 (+0.29%)
VolumeN/A
Net Assets90.49M
Vanguard Total Stock Mkt Idx Adm
Price$155.81
Change+$0.56 (+0.36%)
VolumeN/A
Net Assets1.91T
SPGRX vs VTSAX Comparison Chart in %
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SPGRX vs. VTSAX commentary
Aug 29, 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: 1.91T vs. SPGRX (90.5M). VTSAX pays higher dividends than SPGRX: VTSAX (1.18) vs SPGRX (1.10). 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 (16.58) and VTSAX (15.91) have marching annual gain over last year. VTSAX return over 5 years is better than : 80.23 vs. SPGRX (35.43).
| 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 | 12.253 | 10.134 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90.5M | 1.91T | 0% |
| Annual Yield % from dividends | 1.10 | 1.18 | 93% |
| Returns for 1 year | 16.58 | 15.91 | 104% |
| Returns for 3 years | 61.99 | 58.15 | 107% |
| Returns for 5 years | 35.43 | 80.23 | 44% |
| Returns for 10 years | 70.56 | 224.21 | 31% |