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SAPYX vs VTSAX
SAPYX vs VTSAX Comparison
Open Charts SAPYX vs VTSAX
ClearBridge Appreciation I
Price$35.04
Change-$0.51 (-1.43%)
VolumeN/A
Net Assets8.98B
Vanguard Total Stock Mkt Idx Adm
Price$144.03
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
SAPYX vs VTSAX Comparison Chart
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SAPYX vs. VTSAX 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 VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. SAPYX (8.98B). VTSAX pays higher dividends than SAPYX: VTSAX (1.35) vs SAPYX (0.84). SAPYX was incepted earlier than VTSAX: SAPYX (29 years) vs VTSAX (24 years). SAPYX is a more actively managed with annual turnover of: 13.00 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 : 17.60 vs. SAPYX (6.88). VTSAX return over 5 years is better than : 74.84 vs. SAPYX (37.51).
| SAPYX | VTSAX | SAPYX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 24 years | - |
| Gain YTD | 2.068 | 2.127 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.98B | 1.84T | 0% |
| Annual Yield % from dividends | 0.84 | 1.35 | 62% |
| Returns for 1 year | 6.88 | 17.60 | 39% |
| Returns for 3 years | 18.89 | 36.79 | 51% |
| Returns for 5 years | 37.51 | 74.84 | 50% |
| Returns for 10 years | 80.10 | 180.79 | 44% |
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