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SHAPX vs VSMPX
SHAPX vs VSMPX Comparison
Open Charts SHAPX vs VSMPX
ClearBridge Appreciation A
Price$35.96
Change+$0.27 (+0.76%)
VolumeN/A
Net Assets8.93B
Vanguard Total Stock Mkt Idx Instl Pls
Price$269.55
Change+$2.84 (+1.06%)
VolumeN/A
Net Assets1.82T
SHAPX vs VSMPX Comparison Chart
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SHAPX vs. VSMPX commentary
Jun 07, 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. SHAPX (8.93B). VSMPX pays higher dividends than SHAPX: VSMPX (1.29) vs SHAPX (0.45). SHAPX was incepted earlier than VSMPX: SHAPX (55 years) vs VSMPX (10 years). SHAPX (0.91) is less costly to investors than VSMPX (0.02). SHAPX is a more actively managed with annual turnover of: 17.00 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 : 10.97 vs. SHAPX (3.11). VSMPX return over 5 years is better than : 81.02 vs. SHAPX (44.22).
| SHAPX | VSMPX | SHAPX / VSMPX | |
| Total Expense Ratio | 0.91 | 0.02 | 4,550% |
| Annual Report Gross Expense Ratio | 0.91 | 0.02 | 4,550% |
| Fund Existence | 55 years | 10 years | - |
| Gain YTD | 2.912 | 0.837 | 348% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.93B | 1.82T | 0% |
| Annual Yield % from dividends | 0.45 | 1.29 | 35% |
| Returns for 1 year | 3.11 | 10.97 | 28% |
| Returns for 3 years | 19.69 | 40.40 | 49% |
| Returns for 5 years | 44.22 | 81.02 | 55% |
| Returns for 10 years | 82.75 | 171.64 | 48% |
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