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SAPCX vs VTSMX
SAPCX vs VTSMX Comparison
Open Charts SAPCX vs VTSMX
ClearBridge Appreciation C
Price$30.24
Change+$0.03 (+0.10%)
VolumeN/A
Net Assets8.03B
Vanguard Total Stock Mkt Idx I
Price$125.95
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
SAPCX vs VTSMX Comparison Chart
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SAPCX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. SAPCX (8.03B). VTSMX pays higher dividends than SAPCX: VTSMX (1.25) vs SAPCX (0.00). SAPCX was incepted earlier than VTSMX: SAPCX (32 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 : 4.35 vs. SAPCX (-1.78). VTSMX return over 5 years is better than : 80.93 vs. SAPCX (37.60).
| 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 | 32 years | 33 years | - |
| Gain YTD | -6.085 | -10.853 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.03B | 1.7T | 0% |
| Annual Yield % from dividends | 0.00 | 1.25 | - |
| Returns for 1 year | -1.78 | 4.35 | -41% |
| Returns for 3 years | 2.83 | 17.53 | 16% |
| Returns for 5 years | 37.60 | 80.93 | 46% |
| Returns for 10 years | 54.57 | 145.67 | 37% |
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