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SHAPX vs VSMPX
SHAPX vs VSMPX Comparison
Open Charts SHAPX vs VSMPX
ClearBridge Appreciation A
Price$37.67
Change-$0.49 (-1.28%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$265.08
Change-$3.50 (-1.30%)
VolumeN/A
CapitalizationN/A
SHAPX vs VSMPX Comparison Chart
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SHAPX vs. VSMPX commentary
Nov 18, 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 VSMPX is a StrongSell.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.73T vs. SHAPX (8.96B). VSMPX pays higher dividends than SHAPX: VSMPX (1.36) vs SHAPX (0.59). SHAPX was incepted earlier than VSMPX: SHAPX (55 years) vs VSMPX (10 years). SHAPX is a more actively managed with annual turnover of: 13.00 vs. VSMPX (2.00). SHAPX has a lower initial minimum investment than VSMPX: SHAPX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 30.55 vs. SHAPX (22.76). VSMPX return over 5 years is better than : 83.80 vs. SHAPX (43.16).
| SHAPX | VSMPX | SHAPX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 55 years | 10 years | - |
| Gain YTD | 22.265 | 22.437 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.96B | 1.73T | 1% |
| Annual Yield % from dividends | 0.59 | 1.36 | 43% |
| Returns for 1 year | 22.76 | 30.55 | 74% |
| Returns for 3 years | 8.86 | 19.95 | 44% |
| Returns for 5 years | 43.16 | 83.80 | 52% |
| Returns for 10 years | 87.51 | N/A | - |
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