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SHAPX vs VSMPX
SHAPX vs VSMPX Comparison
Open Charts SHAPX vs VSMPX
ClearBridge Appreciation A
Price$35.28
Change+$0.26 (+0.74%)
VolumeN/A
Net Assets8.91B
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.52
Change+$2.52 (+0.94%)
VolumeN/A
Net Assets1.78T
SHAPX vs VSMPX Comparison Chart
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VS
SHAPX vs. VSMPX commentary
Jan 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 Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.78T vs. SHAPX (8.92B). 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 : 25.27 vs. SHAPX (13.80). VSMPX return over 5 years is better than : 76.14 vs. SHAPX (34.91).
| 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 | 1.730 | 2.245 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.92B | 1.78T | 1% |
| Annual Yield % from dividends | 0.59 | 1.36 | 43% |
| Returns for 1 year | 13.80 | 25.27 | 55% |
| Returns for 3 years | 11.52 | 29.00 | 40% |
| Returns for 5 years | 34.91 | 76.14 | 46% |
| Returns for 10 years | 85.66 | N/A | - |
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