Interact to see
Advertisement
Advertisement
SHAPX vs VFFSX
SHAPX vs VFFSX Comparison
Open Charts SHAPX vs VFFSX
ClearBridge Appreciation A
Price$38.51
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets9.45B
Vanguard 500 Index Institutional Select
Price$318.68
Change+$1.01 (+0.32%)
VolumeN/A
Net Assets1.33T
SHAPX vs VFFSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SHAPX vs. VFFSX commentary
Aug 29, 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 Buy.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.33T vs. SHAPX (9.45B). VFFSX pays higher dividends than SHAPX: VFFSX (1.20) vs SHAPX (0.43). SHAPX was incepted earlier than VFFSX: SHAPX (56 years) vs VFFSX (9 years). SHAPX (0.91) 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 : 15.97 vs. SHAPX (6.61). VFFSX return over 5 years is better than : 84.91 vs. SHAPX (40.57).
| SHAPX | VFFSX | SHAPX / VFFSX | |
| Total Expense Ratio | 0.91 | 0.01 | 9,100% |
| Annual Report Gross Expense Ratio | 0.91 | 0.01 | 9,100% |
| Fund Existence | 56 years | 9 years | - |
| Gain YTD | 10.755 | 10.423 | 103% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.45B | 1.33T | 1% |
| Annual Yield % from dividends | 0.43 | 1.20 | 36% |
| Returns for 1 year | 6.61 | 15.97 | 41% |
| Returns for 3 years | 32.21 | 60.95 | 53% |
| Returns for 5 years | 40.57 | 84.91 | 48% |
| Returns for 10 years | 105.79 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement