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SAPYX vs VTSAX
SAPYX vs VTSAX Comparison
Open Charts SAPYX vs VTSAX
ClearBridge Appreciation I
Price$31.69
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets8.03B
Vanguard Total Stock Mkt Idx Adm
Price$125.97
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
SAPYX vs VTSAX Comparison Chart
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SAPYX vs. VTSAX commentary
Apr 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.7T vs. SAPYX (8.03B). VTSAX pays higher dividends than SAPYX: VTSAX (1.35) vs SAPYX (0.73). SAPYX was incepted earlier than VTSAX: SAPYX (29 years) vs VTSAX (24 years). SAPYX (0.64) 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 : 4.35 vs. SAPYX (-0.48). VTSAX return over 5 years is better than : 80.96 vs. SAPYX (46.16).
| SAPYX | VTSAX | SAPYX / VTSAX | |
| Total Expense Ratio | 0.64 | 0.04 | 1,600% |
| Annual Report Gross Expense Ratio | 0.64 | 0.04 | 1,600% |
| Fund Existence | 29 years | 24 years | - |
| Gain YTD | -5.797 | -10.856 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.03B | 1.7T | 0% |
| Annual Yield % from dividends | 0.73 | 1.35 | 54% |
| Returns for 1 year | -0.48 | 4.35 | -11% |
| Returns for 3 years | 6.77 | 17.54 | 39% |
| Returns for 5 years | 46.16 | 80.96 | 57% |
| Returns for 10 years | 68.23 | 146.20 | 47% |
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