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SAPYX vs VSMPX
SAPYX vs VSMPX Comparison
Open Charts SAPYX vs VSMPX
ClearBridge Appreciation I
Price$36.90
Change+$0.05 (+0.14%)
VolumeN/A
Net Assets9.25B
Vanguard Total Stock Mkt Idx Instl Pls
Price$282.37
Change+$1.71 (+0.61%)
VolumeN/A
Net Assets1.91T
SAPYX vs VSMPX Comparison Chart in %
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SAPYX vs. VSMPX commentary
Jul 18, 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 (9.25B). VSMPX pays higher dividends than SAPYX: VSMPX (1.22) vs SAPYX (0.66). 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 : 11.81 vs. SAPYX (2.44). VSMPX return over 5 years is better than : 89.18 vs. SAPYX (50.25).
| 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 | 7.341 | 6.127 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.25B | 1.91T | 0% |
| Annual Yield % from dividends | 0.66 | 1.22 | 54% |
| Returns for 1 year | 2.44 | 11.81 | 21% |
| Returns for 3 years | 34.25 | 61.29 | 56% |
| Returns for 5 years | 50.25 | 89.18 | 56% |
| Returns for 10 years | 86.37 | 181.27 | 48% |
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