SAPYX
Price
$35.37
Change
-$0.11 (-0.31%)
Updated
Jun 5 closing price
Net Assets
8.96B
VSMPX
Price
$266.71
Change
-$1.22 (-0.46%)
Updated
Jun 5 closing price
Net Assets
1.82T
Interact to see
Advertisement

SAPYX vs VSMPX

Header iconSAPYX vs VSMPX Comparison
Open Charts SAPYX vs VSMPXBanner chart's image
ClearBridge Appreciation I
Price$35.37
Change-$0.11 (-0.31%)
VolumeN/A
Net Assets8.96B
Vanguard Total Stock Mkt Idx Instl Pls
Price$266.71
Change-$1.22 (-0.46%)
VolumeN/A
Net Assets1.82T
SAPYX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
SAPYX vs. VSMPX commentary
Jun 07, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. SAPYX (8.96B). VSMPX pays higher dividends than SAPYX: VSMPX (1.29) vs SAPYX (0.69). SAPYX was incepted earlier than VSMPX: SAPYX (29 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 : 11.41 vs. SAPYX (3.64). VSMPX return over 5 years is better than : 81.84 vs. SAPYX (46.32).
SAPYXVSMPXSAPYX / VSMPX
Total Expense Ratio0.650.023,250%
Annual Report Gross Expense Ratio0.650.023,250%
Fund Existence29 years10 years-
Gain YTD3.3501.298258%
Front LoadN/AN/A-
Min. Initial Investment10000001000000001%
Min. Initial Investment IRAN/AN/A-
Net Assets8.96B1.82T0%
Annual Yield % from dividends0.691.2954%
Returns for 1 year3.6411.4132%
Returns for 3 years21.9542.5052%
Returns for 5 years46.3281.8457%
Returns for 10 years84.39172.8849%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
ACGGX18.90N/A
N/A
American Century Global Gold A
FIDPX10.72N/A
N/A
Federated Hermes Intl Dividend Strategy
MYSIX17.88N/A
N/A
Victory Trivalent International Sm-Cp Y
CVFCX15.03N/A
N/A
Pioneer Disciplined Value A
RWIGX68.86N/A
N/A
American Funds Capital World Gr&Inc R6