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SAPYX vs VTSAX
SAPYX vs VTSAX Comparison
Open Charts SAPYX vs VTSAX
ClearBridge Appreciation I
Price$36.36
Change+$0.30 (+0.83%)
VolumeN/A
Net Assets9.07B
Vanguard Total Stock Mkt Idx Adm
Price$146.97
Change+$1.28 (+0.88%)
VolumeN/A
Net Assets1.82T
SAPYX vs VTSAX Comparison Chart in %
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SAPYX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. SAPYX (9.07B). VTSAX pays higher dividends than SAPYX: VTSAX (1.28) vs SAPYX (0.69). SAPYX was incepted earlier than VTSAX: SAPYX (29 years) vs VTSAX (25 years). SAPYX (0.65) is less costly to investors than VTSAX (0.04). SAPYX is a more actively managed with annual turnover of: 17.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than SAPYX: VTSAX (3000) vs SAPYX (1000000). VTSAX annual gain was more profitable for investors over the last year : 11.44 vs. SAPYX (3.29). VTSAX return over 5 years is better than : 97.74 vs. SAPYX (57.80).
| SAPYX | VTSAX | SAPYX / VTSAX | |
| Total Expense Ratio | 0.65 | 0.04 | 1,625% |
| Annual Report Gross Expense Ratio | 0.65 | 0.04 | 1,625% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | 5.039 | 3.337 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.07B | 1.82T | 0% |
| Annual Yield % from dividends | 0.69 | 1.28 | 54% |
| Returns for 1 year | 3.29 | 11.44 | 29% |
| Returns for 3 years | 30.27 | 54.25 | 56% |
| Returns for 5 years | 57.80 | 97.74 | 59% |
| Returns for 10 years | 88.68 | 191.61 | 46% |
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