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SPGRX vs VTSMX
SPGRX vs VTSMX Comparison
Open Charts SPGRX vs VTSMX
DWS Equity Sector Strategy Fund
Price$18.95
Change+$0.19 (+1.01%)
VolumeN/A
Net Assets85.05M
Vanguard Total Stock Mkt Idx I
Price$143.62
Change+$1.51 (+1.06%)
VolumeN/A
Net Assets1.82T
SPGRX vs VTSMX Comparison Chart
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SPGRX vs. VTSMX commentary
Jun 07, 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: 1.82T vs. SPGRX (85M). VTSMX (1.18) and SPGRX (1.18) 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). SPGRX (11.51) and VTSMX (10.96) have marching annual gain over last year. VTSMX return over 5 years is better than : 80.94 vs. SPGRX (33.30).
| 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 | 3.077 | 0.817 | 377% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85M | 1.82T | 0% |
| Annual Yield % from dividends | 1.18 | 1.18 | 100% |
| Returns for 1 year | 11.51 | 10.96 | 105% |
| Returns for 3 years | 43.95 | 40.34 | 109% |
| Returns for 5 years | 33.30 | 80.94 | 41% |
| Returns for 10 years | 50.43 | 179.94 | 28% |
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