SHAPX
Price
$37.45
Change
-$0.05 (-0.13%)
Updated
Jul 18 closing price
Net Assets
9.33B
VSMPX
Price
$282.37
Change
-$0.00 (-0.00%)
Updated
Jul 18 closing price
Net Assets
1.91T
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SHAPX vs VSMPX

Header iconSHAPX vs VSMPX Comparison
Open Charts SHAPX vs VSMPXBanner chart's image
ClearBridge Appreciation A
Price$37.45
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets9.33B
Vanguard Total Stock Mkt Idx Instl Pls
Price$282.37
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.91T
SHAPX vs VSMPX Comparison Chart in %
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VS
SHAPX vs. VSMPX commentary
Jul 19, 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.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. SHAPX (9.33B). VSMPX pays higher dividends than SHAPX: VSMPX (1.22) vs SHAPX (0.44). 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 : 12.49 vs. SHAPX (3.97). VSMPX return over 5 years is better than : 90.33 vs. SHAPX (49.84).
SHAPXVSMPXSHAPX / VSMPX
Total Expense Ratio0.910.024,550%
Annual Report Gross Expense Ratio0.910.024,550%
Fund Existence55 years10 years-
Gain YTD8.1316.774120%
Front Load6%N/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets9.33B1.91T0%
Annual Yield % from dividends0.441.2236%
Returns for 1 year3.9712.4932%
Returns for 3 years36.0662.2758%
Returns for 5 years49.8490.3355%
Returns for 10 years86.63182.9947%
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