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SPGRX vs VTSMX
SPGRX vs VTSMX Comparison
Open Charts SPGRX vs VTSMX
DWS Equity Sector Strategy Fund
Price$18.79
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets86.91M
Vanguard Total Stock Mkt Idx I
Price$146.29
Change+$0.72 (+0.49%)
VolumeN/A
Net Assets1.78T
SPGRX vs VTSMX Comparison Chart
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SPGRX vs. VTSMX commentary
Jan 23, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. SPGRX (86.9M). SPGRX pays higher dividends than VTSMX: SPGRX (1.39) vs VTSMX (1.26). SPGRX was incepted earlier than VTSMX: SPGRX (28 years) vs VTSMX (33 years). SPGRX is a more actively managed with annual turnover of: 42.00 vs. VTSMX (2.00). SPGRX has a lower initial minimum investment than VTSMX: SPGRX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 24.81 vs. SPGRX (21.63). VTSMX return over 5 years is better than : 80.56 vs. SPGRX (25.49).
| SPGRX | VTSMX | SPGRX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 33 years | - |
| Gain YTD | 3.242 | 3.752 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 86.9M | 1.78T | 0% |
| Annual Yield % from dividends | 1.39 | 1.26 | 110% |
| Returns for 1 year | 21.63 | 24.81 | 87% |
| Returns for 3 years | 36.75 | 36.40 | 101% |
| Returns for 5 years | 25.49 | 80.56 | 32% |
| Returns for 10 years | 52.13 | 194.81 | 27% |
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