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SHAPX vs VFFSX
SHAPX vs VFFSX Comparison
Open Charts SHAPX vs VFFSX
ClearBridge Appreciation A
Price$33.86
Change+$0.18 (+0.53%)
VolumeN/A
Net Assets8.5B
Vanguard 500 Index Institutional Select
Price$277.40
Change+$1.87 (+0.68%)
VolumeN/A
Net Assets1.4T
SHAPX vs VFFSX Comparison Chart
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SHAPX vs. VFFSX commentary
Apr 03, 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 SHAPX is a Buy and VFFSX is a Hold.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.4T vs. SHAPX (8.5B). VFFSX pays higher dividends than SHAPX: VFFSX (1.36) vs SHAPX (0.48). SHAPX was incepted earlier than VFFSX: SHAPX (55 years) vs VFFSX (9 years). SHAPX (0.93) is less costly to investors than VFFSX (0.01). SHAPX is a more actively managed with annual turnover of: 17.00 vs. VFFSX (2.00). SHAPX has a lower initial minimum investment than VFFSX: SHAPX (1000) vs VFFSX (5000000000). VFFSX annual gain was more profitable for investors over the last year : 8.27 vs. SHAPX (-0.52). VFFSX return over 5 years is better than : 126.55 vs. SHAPX (70.58).
| SHAPX | VFFSX | SHAPX / VFFSX | |
| Total Expense Ratio | 0.93 | 0.01 | 9,300% |
| Annual Report Gross Expense Ratio | 0.93 | 0.01 | 9,300% |
| Fund Existence | 55 years | 9 years | - |
| Gain YTD | -2.884 | -4.233 | 68% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.5B | 1.4T | 1% |
| Annual Yield % from dividends | 0.48 | 1.36 | 35% |
| Returns for 1 year | -0.52 | 8.27 | -6% |
| Returns for 3 years | 6.53 | 24.06 | 27% |
| Returns for 5 years | 70.58 | 126.55 | 56% |
| Returns for 10 years | 73.46 | N/A | - |
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