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SHAPX vs VFFSX
SHAPX vs VFFSX Comparison
Open Charts SHAPX vs VFFSX
ClearBridge Appreciation A
Price$35.38
Change-$0.52 (-1.45%)
VolumeN/A
Net Assets8.98B
Vanguard 500 Index Institutional Select
Price$294.71
Change-$5.11 (-1.70%)
VolumeN/A
Net Assets1.41T
SHAPX vs VFFSX Comparison Chart
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SHAPX vs. VFFSX commentary
Feb 23, 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 Hold and VFFSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.41T vs. SHAPX (8.98B). VFFSX pays higher dividends than SHAPX: VFFSX (1.33) vs SHAPX (0.59). SHAPX was incepted earlier than VFFSX: SHAPX (55 years) vs VFFSX (9 years). SHAPX is a more actively managed with annual turnover of: 13.00 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 : 18.30 vs. SHAPX (6.69). VFFSX return over 5 years is better than : 80.28 vs. SHAPX (35.94).
| SHAPX | VFFSX | SHAPX / VFFSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 55 years | 9 years | - |
| Gain YTD | 2.018 | 2.419 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.98B | 1.41T | 1% |
| Annual Yield % from dividends | 0.59 | 1.33 | 44% |
| Returns for 1 year | 6.69 | 18.30 | 37% |
| Returns for 3 years | 18.14 | 39.85 | 46% |
| Returns for 5 years | 35.94 | 80.28 | 45% |
| Returns for 10 years | 79.01 | N/A | - |
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