Interact to see
Advertisement
Advertisement
SPGRX vs VTSMX
SPGRX vs VTSMX Comparison
Open Charts SPGRX vs VTSMX
DWS Equity Sector Strategy Fund
Price$21.29
Change-$0.06 (-0.28%)
VolumeN/A
Net Assets94.28M
Vanguard Total Stock Mkt Idx I
Price$160.44
Change-$0.75 (-0.47%)
VolumeN/A
Net Assets2.02T
SPGRX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SPGRX vs. VTSMX commentary
Oct 08, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. SPGRX (94.3M). SPGRX (1.04) and VTSMX (1.04) 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 annual gain was more profitable for investors over the last year : 19.60 vs. VTSMX (18.34). VTSMX return over 5 years is better than : 89.06 vs. SPGRX (42.41).
| 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 | 17.308 | 14.389 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.3M | 2.02T | 0% |
| Annual Yield % from dividends | 1.04 | 1.04 | 100% |
| Returns for 1 year | 19.60 | 18.34 | 107% |
| Returns for 3 years | 83.63 | 82.05 | 102% |
| Returns for 5 years | 42.41 | 89.06 | 48% |
| Returns for 10 years | 75.91 | 231.08 | 33% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement