Ad is loading...
SAPYX vs VSMPX
SAPYX vs VSMPX Comparison
Open Charts SAPYX vs VSMPX
ClearBridge Appreciation I
Price$35.04
Change-$0.51 (-1.43%)
VolumeN/A
Net Assets8.98B
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.23
Change-$5.12 (-1.86%)
VolumeN/A
Net Assets1.84T
SAPYX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SAPYX vs. VSMPX commentary
Feb 23, 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 Hold and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.84T vs. SAPYX (8.98B). VSMPX pays higher dividends than SAPYX: VSMPX (1.36) vs SAPYX (0.84). SAPYX was incepted earlier than VSMPX: SAPYX (29 years) vs VSMPX (10 years). SAPYX is a more actively managed with annual turnover of: 13.00 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 : 17.62 vs. SAPYX (6.88). VSMPX return over 5 years is better than : 74.89 vs. SAPYX (37.51).
| SAPYX | VSMPX | SAPYX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 10 years | - |
| Gain YTD | 2.068 | 2.135 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.98B | 1.84T | 0% |
| Annual Yield % from dividends | 0.84 | 1.36 | 62% |
| Returns for 1 year | 6.88 | 17.62 | 39% |
| Returns for 3 years | 18.89 | 36.83 | 51% |
| Returns for 5 years | 37.51 | 74.89 | 50% |
| Returns for 10 years | 80.10 | N/A | - |