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SHAPX vs VFFSX
SHAPX vs VFFSX Comparison
Open Charts SHAPX vs VFFSX
ClearBridge Appreciation A
Price$38.84
Change-$0.04 (-0.10%)
VolumeN/A
Net Assets9.63B
Vanguard 500 Index Institutional Select
Price$323.82
Change-$0.31 (-0.10%)
VolumeN/A
Net Assets1.37T
SHAPX vs VFFSX Comparison Chart in %
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SHAPX vs. VFFSX commentary
Sep 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 SHAPX is a Buy and VFFSX is a Buy.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.37T vs. SHAPX (9.63B). VFFSX pays higher dividends than SHAPX: VFFSX (1.18) vs SHAPX (0.42). 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 : 17.32 vs. SHAPX (6.97). VFFSX return over 5 years is better than : 99.18 vs. SHAPX (49.39).
| 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 | 12.111 | 12.668 | 96% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.63B | 1.37T | 1% |
| Annual Yield % from dividends | 0.42 | 1.18 | 36% |
| Returns for 1 year | 6.97 | 17.32 | 40% |
| Returns for 3 years | 39.33 | 70.68 | 56% |
| Returns for 5 years | 49.39 | 99.18 | 50% |
| Returns for 10 years | 110.22 | N/A | - |
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