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SAPYX vs VSMPX
SAPYX vs VSMPX Comparison
Open Charts SAPYX vs VSMPX
ClearBridge Appreciation I
Price$34.66
Change+$0.82 (+2.42%)
VolumeN/A
Net Assets8.56B
Vanguard Total Stock Mkt Idx Instl Pls
Price$262.28
Change+$8.39 (+3.30%)
VolumeN/A
Net Assets1.72T
SAPYX vs VSMPX Comparison Chart
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SAPYX vs. VSMPX 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 SAPYX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. SAPYX (8.56B). VSMPX pays higher dividends than SAPYX: VSMPX (1.37) vs SAPYX (0.73). 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 : 7.85 vs. SAPYX (0.69). VSMPX return over 5 years is better than : 97.36 vs. SAPYX (57.36).
| 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 | 29 years | 10 years | - |
| Gain YTD | -1.427 | -4.010 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.56B | 1.72T | 0% |
| Annual Yield % from dividends | 0.73 | 1.37 | 53% |
| Returns for 1 year | 0.69 | 7.85 | 9% |
| Returns for 3 years | 20.01 | 38.79 | 52% |
| Returns for 5 years | 57.36 | 97.36 | 59% |
| Returns for 10 years | 72.36 | 154.51 | 47% |
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