Ad is loading...
SUPAX vs VTSMX
SUPAX vs VTSMX Comparison
Open Charts SUPAX vs VTSMX
DWS Equity Sector Strategy Fund
Price$17.07
Change-$0.82 (-4.58%)
VolumeN/A
Net Assets82.22M
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
SUPAX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SUPAX vs. VTSMX commentary
Apr 05, 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 SUPAX is a Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. SUPAX (82.2M). VTSMX pays higher dividends than SUPAX: VTSMX (1.25) vs SUPAX (0.97). SUPAX was incepted earlier than VTSMX: SUPAX (24 years) vs VTSMX (33 years). SUPAX (1.03) is less costly to investors than VTSMX (0.14). SUPAX is a more actively managed with annual turnover of: 28.00 vs. VTSMX (2.00). SUPAX has a lower initial minimum investment than VTSMX: SUPAX (1000) vs VTSMX (3000). SUPAX annual gain was more profitable for investors over the last year : 8.56 vs. VTSMX (8.05). VTSMX return over 5 years is better than : 126.23 vs. SUPAX (53.16).
| SUPAX | VTSMX | SUPAX / VTSMX | |
| Total Expense Ratio | 0.73 | 0.14 | 521% |
| Annual Report Gross Expense Ratio | 1.03 | 0.14 | 736% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | -1.433 | -3.986 | 36% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.2M | 1.81T | 0% |
| Annual Yield % from dividends | 0.97 | 1.25 | 77% |
| Returns for 1 year | 8.56 | 8.05 | 106% |
| Returns for 3 years | 25.46 | 21.01 | 121% |
| Returns for 5 years | 53.16 | 126.23 | 42% |
| Returns for 10 years | 38.64 | 166.80 | 23% |
View a ticker or compare two or three
VS
VS
Ad is loading...