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SAPYX vs VTSMX
SAPYX vs VTSMX Comparison
Open Charts SAPYX vs VTSMX
ClearBridge Appreciation I
Price$34.66
Change+$0.82 (+2.42%)
VolumeN/A
Net Assets8.56B
Vanguard Total Stock Mkt Idx I
Price$139.76
Change+$4.47 (+3.30%)
VolumeN/A
Net Assets1.72T
SAPYX vs VTSMX Comparison Chart
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SAPYX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. SAPYX (8.56B). VTSMX pays higher dividends than SAPYX: VTSMX (1.26) vs SAPYX (0.73). 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 : 7.83 vs. SAPYX (0.69). VTSMX return over 5 years is better than : 97.29 vs. SAPYX (57.36).
| 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 | -1.427 | -4.022 | 35% |
| 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 | 1.26 | 58% |
| Returns for 1 year | 0.69 | 7.83 | 9% |
| Returns for 3 years | 20.01 | 38.73 | 52% |
| Returns for 5 years | 57.36 | 97.29 | 59% |
| Returns for 10 years | 72.36 | 162.27 | 45% |
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