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SPGRX vs VTSAX
SPGRX vs VTSAX Comparison
Open Charts SPGRX vs VTSAX
DWS Equity Sector Strategy Fund
Price$21.82
Change-$0.15 (-0.68%)
VolumeN/A
Net Assets97.1M
Vanguard Total Stock Mkt Idx Adm
Price$162.80
Change-$0.91 (-0.56%)
VolumeN/A
Net Assets2.05T
SPGRX vs VTSAX Comparison Chart in %
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SPGRX vs. VTSAX commentary
Dec 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.05T vs. SPGRX (97.1M). VTSAX pays higher dividends than SPGRX: VTSAX (1.11) vs SPGRX (1.00). 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 : 17.36 vs. VTSAX (12.31). VTSAX return over 5 years is better than : 78.47 vs. SPGRX (37.60).
| 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 | 20.714 | 16.159 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.1M | 2.05T | 0% |
| Annual Yield % from dividends | 1.00 | 1.11 | 91% |
| Returns for 1 year | 17.36 | 12.31 | 141% |
| Returns for 3 years | 68.83 | 65.38 | 105% |
| Returns for 5 years | 37.60 | 78.47 | 48% |
| Returns for 10 years | 79.72 | 225.54 | 35% |
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