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SPGRX vs VTSMX
SPGRX vs VTSMX Comparison
Open Charts SPGRX vs VTSMX
DWS Equity Sector Strategy Fund
Price$18.79
Change-$0.25 (-1.31%)
VolumeN/A
Net Assets86.28M
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
SPGRX vs VTSMX Comparison Chart
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SPGRX vs. VTSMX commentary
Feb 23, 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 Hold and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. SPGRX (86.3M). SPGRX pays higher dividends than VTSMX: SPGRX (1.39) vs VTSMX (1.26). SPGRX was incepted earlier than VTSMX: SPGRX (28 years) vs VTSMX (33 years). SPGRX is a more actively managed with annual turnover of: 42.00 vs. VTSMX (2.00). SPGRX has a lower initial minimum investment than VTSMX: SPGRX (2500) vs VTSMX (3000). VTSMX (17.60) and SPGRX (16.77) have marching annual gain over last year. VTSMX return over 5 years is better than : 74.84 vs. SPGRX (24.56).
| SPGRX | VTSMX | SPGRX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 33 years | - |
| Gain YTD | 3.242 | 2.121 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 86.3M | 1.84T | 0% |
| Annual Yield % from dividends | 1.39 | 1.26 | 110% |
| Returns for 1 year | 16.77 | 17.60 | 95% |
| Returns for 3 years | 39.47 | 36.78 | 107% |
| Returns for 5 years | 24.56 | 74.84 | 33% |
| Returns for 10 years | 49.43 | 180.15 | 27% |
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