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SPGRX vs VTSMX
SPGRX vs VTSMX Comparison
Open Charts SPGRX vs VTSMX
DWS Equity Sector Strategy Fund
Price$18.31
Change+$0.18 (+0.99%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$142.64
Change+$1.57 (+1.11%)
VolumeN/A
CapitalizationN/A
SPGRX vs VTSMX Comparison Chart
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SPGRX vs. VTSMX commentary
Dec 22, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. SPGRX (85.5M). 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 annual gain was more profitable for investors over the last year : 24.23 vs. SPGRX (21.60). VTSMX return over 5 years is better than : 79.24 vs. SPGRX (23.66).
| 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 | 20.883 | 23.596 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.5M | 1.84T | 0% |
| Annual Yield % from dividends | 1.39 | 1.26 | 110% |
| Returns for 1 year | 21.60 | 24.23 | 89% |
| Returns for 3 years | 25.78 | 24.14 | 107% |
| Returns for 5 years | 23.66 | 79.24 | 30% |
| Returns for 10 years | 48.58 | 184.08 | 26% |