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SAPCX vs VSMPX
SAPCX vs VSMPX Comparison
Open Charts SAPCX vs VSMPX
ClearBridge Appreciation C
Price$30.24
Change+$0.03 (+0.10%)
VolumeN/A
Net Assets8.03B
Vanguard Total Stock Mkt Idx Instl Pls
Price$236.35
Change+$0.56 (+0.24%)
VolumeN/A
Net Assets1.7T
SAPCX vs VSMPX Comparison Chart
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SAPCX vs. VSMPX commentary
Apr 18, 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 SAPCX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. SAPCX (8.03B). VSMPX pays higher dividends than SAPCX: VSMPX (1.37) vs SAPCX (0.00). SAPCX was incepted earlier than VSMPX: SAPCX (32 years) vs VSMPX (10 years). SAPCX (1.65) is less costly to investors than VSMPX (0.02). SAPCX is a more actively managed with annual turnover of: 17.00 vs. VSMPX (2.00). SAPCX has a lower initial minimum investment than VSMPX: SAPCX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 4.36 vs. SAPCX (-1.78). VSMPX return over 5 years is better than : 81.01 vs. SAPCX (37.60).
| SAPCX | VSMPX | SAPCX / VSMPX | |
| Total Expense Ratio | 1.65 | 0.02 | 8,250% |
| Annual Report Gross Expense Ratio | 1.65 | 0.02 | 8,250% |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | -6.085 | -10.853 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.03B | 1.7T | 0% |
| Annual Yield % from dividends | 0.00 | 1.37 | - |
| Returns for 1 year | -1.78 | 4.36 | -41% |
| Returns for 3 years | 2.83 | 17.57 | 16% |
| Returns for 5 years | 37.60 | 81.01 | 46% |
| Returns for 10 years | 54.57 | N/A | - |
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