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SAPCX vs VTSMX
SAPCX vs VTSMX Comparison
Open Charts SAPCX vs VTSMX
ClearBridge Appreciation C
Price$36.62
Change+$0.19 (+0.52%)
VolumeN/A
Net Assets9.45B
Vanguard Total Stock Mkt Idx I
Price$158.28
Change+$0.53 (+0.34%)
VolumeN/A
Net Assets2.05T
SAPCX vs VTSMX Comparison Chart in %
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SAPCX vs. VTSMX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. SAPCX (9.45B). VTSMX pays higher dividends than SAPCX: VTSMX (1.02) vs SAPCX (0.00). SAPCX was incepted earlier than VTSMX: SAPCX (33 years) vs VTSMX (34 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 : 10.79 vs. SAPCX (1.31). VTSMX return over 5 years is better than : 77.62 vs. SAPCX (32.37).
| 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 | 34 years | - |
| Gain YTD | 10.831 | 11.948 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.45B | 2.05T | 0% |
| Annual Yield % from dividends | 0.00 | 1.02 | - |
| Returns for 1 year | 1.31 | 10.79 | 12% |
| Returns for 3 years | 28.50 | 63.83 | 45% |
| Returns for 5 years | 32.37 | 77.62 | 42% |
| Returns for 10 years | 79.28 | 213.77 | 37% |
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