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SAPCX vs VTSMX
SAPCX vs VTSMX Comparison
Open Charts SAPCX vs VTSMX
ClearBridge Appreciation C
Price$33.07
Change+$0.79 (+2.45%)
VolumeN/A
Net Assets8.56B
Vanguard Total Stock Mkt Idx I
Price$139.76
Change+$4.47 (+3.30%)
VolumeN/A
Net Assets1.72T
SAPCX vs VTSMX Comparison Chart
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SAPCX vs. VTSMX commentary
May 13, 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: 1.72T vs. SAPCX (8.56B). VTSMX pays higher dividends than SAPCX: VTSMX (1.26) 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 : 7.83 vs. SAPCX (-0.62). VTSMX return over 5 years is better than : 97.29 vs. SAPCX (48.11).
| 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 | -1.795 | -4.022 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.56B | 1.72T | 0% |
| Annual Yield % from dividends | 0.00 | 1.26 | - |
| Returns for 1 year | -0.62 | 7.83 | -8% |
| Returns for 3 years | 15.57 | 38.73 | 40% |
| Returns for 5 years | 48.11 | 97.29 | 49% |
| Returns for 10 years | 58.32 | 162.27 | 36% |
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