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SAPYX vs VTSAX
SAPYX vs VTSAX Comparison
Open Charts SAPYX vs VTSAX
ClearBridge Appreciation I
Price$34.66
Change+$0.82 (+2.42%)
VolumeN/A
Net Assets8.56B
Vanguard Total Stock Mkt Idx Adm
Price$139.80
Change+$4.48 (+3.31%)
VolumeN/A
Net Assets1.72T
SAPYX vs VTSAX Comparison Chart
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SAPYX vs. VTSAX commentary
May 13, 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: 1.72T vs. SAPYX (8.56B). VTSAX pays higher dividends than SAPYX: VTSAX (1.36) vs SAPYX (0.73). 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 : 7.83 vs. SAPYX (0.69). VTSAX return over 5 years is better than : 97.30 vs. SAPYX (57.36).
| 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 | -1.427 | -4.018 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.56B | 1.72T | 0% |
| Annual Yield % from dividends | 0.73 | 1.36 | 53% |
| Returns for 1 year | 0.69 | 7.83 | 9% |
| Returns for 3 years | 20.01 | 38.74 | 52% |
| Returns for 5 years | 57.36 | 97.30 | 59% |
| Returns for 10 years | 72.36 | 162.86 | 44% |
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