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SPGRX vs VTSMX
SPGRX vs VTSMX Comparison
Open Charts SPGRX vs VTSMX
DWS Equity Sector Strategy Fund
Price$17.85
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets81.64M
Vanguard Total Stock Mkt Idx I
Price$134.26
Change+$0.53 (+0.40%)
VolumeN/A
Net Assets1.81T
SPGRX vs VTSMX Comparison Chart
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SPGRX vs. VTSMX commentary
Apr 02, 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: 1.81T vs. SPGRX (81.6M). VTSMX (1.25) and SPGRX (1.24) have matching dividends . SPGRX was incepted earlier than VTSMX: SPGRX (28 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 : 6.72 vs. VTSMX (5.27). VTSMX return over 5 years is better than : 123.35 vs. SPGRX (53.05).
| SPGRX | VTSMX | SPGRX / VTSMX | |
| Total Expense Ratio | 0.48 | 0.14 | 343% |
| Annual Report Gross Expense Ratio | 0.81 | 0.14 | 579% |
| Fund Existence | 28 years | 33 years | - |
| Gain YTD | -2.692 | -5.554 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.6M | 1.81T | 0% |
| Annual Yield % from dividends | 1.24 | 1.25 | 99% |
| Returns for 1 year | 6.72 | 5.27 | 128% |
| Returns for 3 years | 25.49 | 19.98 | 128% |
| Returns for 5 years | 53.05 | 123.35 | 43% |
| Returns for 10 years | 40.93 | 164.15 | 25% |
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