SAPYX
Price
$36.36
Change
+$0.30 (+0.83%)
Updated
Jun 26 closing price
Net Assets
9.07B
VSMPX
Price
$275.74
Change
+$2.39 (+0.87%)
Updated
Jun 26 closing price
Net Assets
1.82T
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SAPYX vs VSMPX

Header iconSAPYX vs VSMPX Comparison
Open Charts SAPYX vs VSMPXBanner chart's image
ClearBridge Appreciation I
Price$36.36
Change+$0.30 (+0.83%)
VolumeN/A
Net Assets9.07B
Vanguard Total Stock Mkt Idx Instl Pls
Price$275.74
Change+$2.39 (+0.87%)
VolumeN/A
Net Assets1.82T
SAPYX vs VSMPX Comparison Chart in %
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VS
SAPYX vs. VSMPX 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 SAPYX is a Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. SAPYX (9.07B). 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 : 11.45 vs. SAPYX (3.29). VSMPX return over 5 years is better than : 97.81 vs. SAPYX (57.80).
SAPYXVSMPXSAPYX / VSMPX
Total Expense Ratio0.650.023,250%
Annual Report Gross Expense Ratio0.650.023,250%
Fund Existence29 years10 years-
Gain YTD5.0393.348151%
Front LoadN/AN/A-
Min. Initial Investment10000001000000001%
Min. Initial Investment IRAN/AN/A-
Net Assets9.07B1.82T0%
Annual Yield % from dividends0.691.2954%
Returns for 1 year3.2911.4529%
Returns for 3 years30.2754.3056%
Returns for 5 years57.8097.8159%
Returns for 10 years88.68182.3449%
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