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SAPCX vs VTSMX
SAPCX vs VTSMX Comparison
Open Charts SAPCX vs VTSMX
ClearBridge Appreciation C
Price$37.09
Change-$0.15 (-0.40%)
VolumeN/A
Net Assets9.75B
Vanguard Total Stock Mkt Idx I
Price$160.44
Change-$0.75 (-0.47%)
VolumeN/A
Net Assets2.02T
SAPCX vs VTSMX Comparison Chart in %
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SAPCX vs. VTSMX commentary
Oct 09, 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 Hold and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. SAPCX (9.75B). VTSMX pays higher dividends than SAPCX: VTSMX (1.04) vs SAPCX (0.00). SAPCX was incepted earlier than VTSMX: SAPCX (33 years) vs VTSMX (33 years). SAPCX (1.65) is less costly to investors than VTSMX (0.14). SAPCX is a more actively managed with annual turnover of: 17.00 vs. VTSMX (2.00). SAPCX has a lower initial minimum investment than VTSMX: SAPCX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 18.34 vs. SAPCX (7.69). VTSMX return over 5 years is better than : 89.06 vs. SAPCX (40.25).
| SAPCX | VTSMX | SAPCX / VTSMX | |
| Total Expense Ratio | 1.65 | 0.14 | 1,179% |
| Annual Report Gross Expense Ratio | 1.65 | 0.14 | 1,179% |
| Fund Existence | 33 years | 33 years | - |
| Gain YTD | 13.295 | 14.389 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.75B | 2.02T | 0% |
| Annual Yield % from dividends | 0.00 | 1.04 | - |
| Returns for 1 year | 7.69 | 18.34 | 42% |
| Returns for 3 years | 44.12 | 82.05 | 54% |
| Returns for 5 years | 40.25 | 89.06 | 45% |
| Returns for 10 years | 90.83 | 231.08 | 39% |
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