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SAPYX vs VTSMX
SAPYX vs VTSMX Comparison
Open Charts SAPYX vs VTSMX
ClearBridge Appreciation I
Price$37.35
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets9.37B
Vanguard Total Stock Mkt Idx I
Price$151.30
Change-$0.14 (-0.09%)
VolumeN/A
Net Assets1.91T
SAPYX vs VTSMX Comparison Chart in %
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SAPYX vs. VTSMX commentary
Aug 08, 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. SAPYX (9.37B). VTSMX pays higher dividends than SAPYX: VTSMX (1.09) vs SAPYX (0.65). SAPYX was incepted earlier than VTSMX: SAPYX (30 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 : 21.77 vs. SAPYX (12.39). VTSMX return over 5 years is better than : 83.91 vs. SAPYX (46.93).
| SAPYX | VTSMX | SAPYX / VTSMX | |
| Total Expense Ratio | 0.65 | 0.14 | 464% |
| Annual Report Gross Expense Ratio | 0.65 | 0.14 | 464% |
| Fund Existence | 30 years | 33 years | - |
| Gain YTD | 9.059 | 7.450 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.37B | 1.91T | 0% |
| Annual Yield % from dividends | 0.65 | 1.09 | 60% |
| Returns for 1 year | 12.39 | 21.77 | 57% |
| Returns for 3 years | 29.08 | 50.15 | 58% |
| Returns for 5 years | 46.93 | 83.91 | 56% |
| Returns for 10 years | 91.52 | 196.78 | 47% |
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