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SAPYX vs VTSMX
SAPYX vs VTSMX Comparison
Open Charts SAPYX vs VTSMX
ClearBridge Appreciation I
Price$35.37
Change-$0.11 (-0.31%)
VolumeN/A
Net Assets8.96B
Vanguard Total Stock Mkt Idx I
Price$142.11
Change-$0.65 (-0.46%)
VolumeN/A
Net Assets1.82T
SAPYX vs VTSMX Comparison Chart
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SAPYX vs. VTSMX commentary
Jun 07, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. SAPYX (8.96B). VTSMX pays higher dividends than SAPYX: VTSMX (1.18) vs SAPYX (0.69). SAPYX was incepted earlier than VTSMX: SAPYX (29 years) vs VTSMX (33 years). SAPYX (0.65) is less costly to investors than VTSMX (0.14). SAPYX is a more actively managed with annual turnover of: 17.00 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 : 11.39 vs. SAPYX (3.64). VTSMX return over 5 years is better than : 81.77 vs. SAPYX (46.32).
| SAPYX | VTSMX | SAPYX / VTSMX | |
| Total Expense Ratio | 0.65 | 0.14 | 464% |
| Annual Report Gross Expense Ratio | 0.65 | 0.14 | 464% |
| Fund Existence | 29 years | 33 years | - |
| Gain YTD | 3.350 | 1.278 | 262% |
| 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 | 1.82T | 0% |
| Annual Yield % from dividends | 0.69 | 1.18 | 58% |
| Returns for 1 year | 3.64 | 11.39 | 32% |
| Returns for 3 years | 21.95 | 42.44 | 52% |
| Returns for 5 years | 46.32 | 81.77 | 57% |
| Returns for 10 years | 84.39 | 181.22 | 47% |
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