Interact to see
Advertisement
Advertisement
SPGRX vs VTSMX
SPGRX vs VTSMX Comparison
Open Charts SPGRX vs VTSMX
DWS Equity Sector Strategy Fund
Price$21.82
Change-$0.15 (-0.68%)
VolumeN/A
Net Assets97.1M
Vanguard Total Stock Mkt Idx I
Price$162.74
Change-$0.92 (-0.56%)
VolumeN/A
Net Assets2.05T
SPGRX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SPGRX vs. VTSMX 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. SPGRX (97.1M). VTSMX (1.02) and SPGRX (1.00) have matching dividends . SPGRX was incepted earlier than VTSMX: SPGRX (29 years) vs VTSMX (34 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 annual gain was more profitable for investors over the last year : 17.36 vs. VTSMX (12.30). VTSMX return over 5 years is better than : 78.45 vs. SPGRX (37.60).
| 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 | 34 years | - |
| Gain YTD | 20.714 | 16.142 | 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 | 1.02 | 99% |
| Returns for 1 year | 17.36 | 12.30 | 141% |
| Returns for 3 years | 68.83 | 65.33 | 105% |
| Returns for 5 years | 37.60 | 78.45 | 48% |
| Returns for 10 years | 79.72 | 224.84 | 35% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement