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SPGRX vs VTSMX
SPGRX vs VTSMX Comparison
Open Charts SPGRX vs VTSMX
DWS Equity Sector Strategy Fund
Price$17.86
Change-$0.03 (-0.17%)
VolumeN/A
Net Assets81.36M
Vanguard Total Stock Mkt Idx I
Price$135.29
Change-$0.08 (-0.06%)
VolumeN/A
Net Assets1.72T
SPGRX vs VTSMX Comparison Chart
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SPGRX vs. VTSMX commentary
May 12, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. SPGRX (81.4M). VTSMX (1.26) and SPGRX (1.25) have matching dividends . SPGRX was incepted earlier than VTSMX: SPGRX (29 years) vs VTSMX (33 years). SPGRX (0.81) is less costly to investors than VTSMX (0.14). SPGRX is a more actively managed with annual turnover of: 28.00 vs. VTSMX (2.00). SPGRX has a lower initial minimum investment than VTSMX: SPGRX (2500) vs VTSMX (3000). VTSMX (7.95) and SPGRX (7.88) have marching annual gain over last year. VTSMX return over 5 years is better than : 89.18 vs. SPGRX (36.74).
| SPGRX | VTSMX | SPGRX / VTSMX | |
| Total Expense Ratio | 0.48 | 0.14 | 343% |
| Annual Report Gross Expense Ratio | 0.81 | 0.14 | 579% |
| Fund Existence | 29 years | 33 years | - |
| Gain YTD | -1.868 | -4.022 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.4M | 1.72T | 0% |
| Annual Yield % from dividends | 1.25 | 1.26 | 99% |
| Returns for 1 year | 7.88 | 7.95 | 99% |
| Returns for 3 years | 43.02 | 40.07 | 107% |
| Returns for 5 years | 36.74 | 89.18 | 41% |
| Returns for 10 years | 41.68 | 165.24 | 25% |