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SHAPX vs VFFSX
SHAPX vs VFFSX Comparison
Open Charts SHAPX vs VFFSX
ClearBridge Appreciation A
Price$34.58
Change-$0.96 (-2.70%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Institutional Select
Price$288.09
Change-$8.75 (-2.95%)
VolumeN/A
CapitalizationN/A
SHAPX vs VFFSX Comparison Chart
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SHAPX vs. VFFSX commentary
Dec 19, 2024
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 StrongBuy and VFFSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.37T vs. SHAPX (9.08B). VFFSX pays higher dividends than SHAPX: VFFSX (1.33) vs SHAPX (0.59). SHAPX was incepted earlier than VFFSX: SHAPX (55 years) vs VFFSX (8 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 : 23.66 vs. SHAPX (13.00). VFFSX return over 5 years is better than : 83.12 vs. SHAPX (36.32).
| SHAPX | VFFSX | SHAPX / VFFSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 55 years | 8 years | - |
| Gain YTD | 12.742 | 23.577 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.08B | 1.37T | 1% |
| Annual Yield % from dividends | 0.59 | 1.33 | 44% |
| Returns for 1 year | 13.00 | 23.66 | 55% |
| Returns for 3 years | 8.24 | 27.18 | 30% |
| Returns for 5 years | 36.32 | 83.12 | 44% |
| Returns for 10 years | 76.98 | N/A | - |
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