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SAPYX vs VSMPX
SAPYX vs VSMPX Comparison
Open Charts SAPYX vs VSMPX
ClearBridge Appreciation I
Price$38.09
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets9.45B
Vanguard Total Stock Mkt Idx Instl Pls
Price$292.34
Change+$1.05 (+0.36%)
VolumeN/A
Net Assets1.91T
SAPYX vs VSMPX Comparison Chart in %
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SAPYX vs. VSMPX commentary
Aug 29, 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 SAPYX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. SAPYX (9.45B). VSMPX pays higher dividends than SAPYX: VSMPX (1.20) vs SAPYX (0.65). SAPYX was incepted earlier than VSMPX: SAPYX (30 years) vs VSMPX (10 years). SAPYX (0.65) is less costly to investors than VSMPX (0.02). SAPYX is a more actively managed with annual turnover of: 17.00 vs. VSMPX (2.00). SAPYX has a lower initial minimum investment than VSMPX: SAPYX (1000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 15.93 vs. SAPYX (6.10). VSMPX return over 5 years is better than : 80.29 vs. SAPYX (41.91).
| SAPYX | VSMPX | SAPYX / VSMPX | |
| Total Expense Ratio | 0.65 | 0.02 | 3,250% |
| Annual Report Gross Expense Ratio | 0.65 | 0.02 | 3,250% |
| Fund Existence | 30 years | 10 years | - |
| Gain YTD | 10.749 | 10.147 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.45B | 1.91T | 0% |
| Annual Yield % from dividends | 0.65 | 1.20 | 55% |
| Returns for 1 year | 6.10 | 15.93 | 38% |
| Returns for 3 years | 32.19 | 58.20 | 55% |
| Returns for 5 years | 41.91 | 80.29 | 52% |
| Returns for 10 years | 104.93 | 213.94 | 49% |
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