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SAPYX vs VTSMX
SAPYX vs VTSMX Comparison
Open Charts SAPYX vs VTSMX
ClearBridge Appreciation I
Price$31.69
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets8.03B
Vanguard Total Stock Mkt Idx I
Price$125.95
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
SAPYX vs VTSMX Comparison Chart
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SAPYX vs. VTSMX commentary
Apr 18, 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: 1.7T vs. SAPYX (8.03B). VTSMX pays higher dividends than SAPYX: VTSMX (1.25) vs SAPYX (0.73). SAPYX was incepted earlier than VTSMX: SAPYX (29 years) vs VTSMX (33 years). SAPYX (0.64) 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 : 5.93 vs. SAPYX (-0.48). VTSMX return over 5 years is better than : 84.81 vs. SAPYX (46.16).
| SAPYX | VTSMX | SAPYX / VTSMX | |
| Total Expense Ratio | 0.64 | 0.14 | 457% |
| Annual Report Gross Expense Ratio | 0.64 | 0.14 | 457% |
| Fund Existence | 29 years | 33 years | - |
| Gain YTD | -5.797 | -8.945 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.03B | 1.7T | 0% |
| Annual Yield % from dividends | 0.73 | 1.25 | 58% |
| Returns for 1 year | -0.48 | 5.93 | -8% |
| Returns for 3 years | 6.77 | 19.82 | 34% |
| Returns for 5 years | 46.16 | 84.81 | 54% |
| Returns for 10 years | 68.23 | 153.17 | 45% |
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