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SAPCX vs VTSMX
SAPCX vs VTSMX Comparison
Open Charts SAPCX vs VTSMX
ClearBridge Appreciation C
Price$34.64
Change+$0.28 (+0.81%)
VolumeN/A
Net Assets9.07B
Vanguard Total Stock Mkt Idx I
Price$146.91
Change+$1.27 (+0.87%)
VolumeN/A
Net Assets1.82T
SAPCX vs VTSMX Comparison Chart in %
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SAPCX vs. VTSMX commentary
Jun 27, 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: 1.82T vs. SAPCX (9.07B). VTSMX pays higher dividends than SAPCX: VTSMX (1.18) 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 : 11.43 vs. SAPCX (1.96). VTSMX return over 5 years is better than : 97.67 vs. SAPCX (48.52).
| 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 | 4.533 | 3.321 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.07B | 1.82T | 0% |
| Annual Yield % from dividends | 0.00 | 1.18 | - |
| Returns for 1 year | 1.96 | 11.43 | 17% |
| Returns for 3 years | 25.49 | 54.19 | 47% |
| Returns for 5 years | 48.52 | 97.67 | 50% |
| Returns for 10 years | 73.33 | 190.87 | 38% |