Ad is loading...
Ad is loading...
SAPYX vs VTSMX
SAPYX vs VTSMX Comparison
Open Charts SAPYX vs VTSMX
ClearBridge Appreciation I
Price$37.40
Change-$0.49 (-1.29%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
SAPYX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SAPYX vs. VTSMX commentary
Nov 18, 2024
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 StrongBuy and VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. SAPYX (8.96B). VTSMX pays higher dividends than SAPYX: VTSMX (1.26) vs SAPYX (0.84). SAPYX was incepted earlier than VTSMX: SAPYX (29 years) vs VTSMX (33 years). SAPYX is a more actively managed with annual turnover of: 13.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than SAPYX: VTSMX (3000) vs SAPYX (1000000). VTSMX annual gain was more profitable for investors over the last year : 30.52 vs. SAPYX (23.03). VTSMX return over 5 years is better than : 83.72 vs. SAPYX (44.84).
| SAPYX | VTSMX | SAPYX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 33 years | - |
| Gain YTD | 22.543 | 22.392 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.96B | 1.73T | 1% |
| Annual Yield % from dividends | 0.84 | 1.26 | 67% |
| Returns for 1 year | 23.03 | 30.52 | 75% |
| Returns for 3 years | 9.60 | 19.91 | 48% |
| Returns for 5 years | 44.84 | 83.72 | 54% |
| Returns for 10 years | 88.21 | 186.07 | 47% |