SHAPX
Price
$33.86
Change
+$0.18 (+0.53%)
Updated
Apr 2 closing price
Net Assets
8.5B
VSMPX
Price
$253.95
Change
+$2.02 (+0.80%)
Updated
Apr 2 closing price
Net Assets
1.81T
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SHAPX vs VSMPX

Header iconSHAPX vs VSMPX Comparison
Open Charts SHAPX vs VSMPXBanner chart's image
ClearBridge Appreciation A
Price$33.86
Change+$0.18 (+0.53%)
VolumeN/A
Net Assets8.5B
Vanguard Total Stock Mkt Idx Instl Pls
Price$253.95
Change+$2.02 (+0.80%)
VolumeN/A
Net Assets1.81T
SHAPX vs VSMPX Comparison Chart
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VS
SHAPX vs. VSMPX commentary
Apr 03, 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 Hold.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.81T vs. SHAPX (8.5B). VSMPX pays higher dividends than SHAPX: VSMPX (1.37) vs SHAPX (0.48). SHAPX was incepted earlier than VSMPX: SHAPX (55 years) vs VSMPX (10 years). SHAPX (0.93) 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 : 7.37 vs. SHAPX (-0.52). VSMPX return over 5 years is better than : 124.51 vs. SHAPX (70.58).
SHAPXVSMPXSHAPX / VSMPX
Total Expense Ratio0.930.024,650%
Annual Report Gross Expense Ratio0.930.024,650%
Fund Existence55 years10 years-
Gain YTD-2.884-4.75161%
Front Load6%N/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets8.5B1.81T0%
Annual Yield % from dividends0.481.3735%
Returns for 1 year-0.527.37-7%
Returns for 3 years6.5321.0631%
Returns for 5 years70.58124.5157%
Returns for 10 years73.46N/A-
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