Ad is loading...
SHAPX vs VSTSX
SHAPX vs VSTSX Comparison
Open Charts SHAPX vs VSTSX
ClearBridge Appreciation A
Price$35.28
Change+$0.26 (+0.74%)
VolumeN/A
Net Assets8.91B
Vanguard Total Stock Mkt Idx Instl Sel
Price$283.94
Change+$2.66 (+0.95%)
VolumeN/A
Net Assets1.78T
SHAPX vs VSTSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SHAPX vs. VSTSX 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 VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.78T vs. SHAPX (8.92B). VSTSX pays higher dividends than SHAPX: VSTSX (1.36) vs SHAPX (0.59). SHAPX was incepted earlier than VSTSX: SHAPX (55 years) vs VSTSX (9 years). SHAPX is a more actively managed with annual turnover of: 13.00 vs. VSTSX (2.00). SHAPX has a lower initial minimum investment than VSTSX: SHAPX (1000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 25.28 vs. SHAPX (13.80). VSTSX return over 5 years is better than : 76.20 vs. SHAPX (34.91).
| SHAPX | VSTSX | SHAPX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 55 years | 9 years | - |
| Gain YTD | 1.730 | 2.247 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 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 | 25.28 | 55% |
| Returns for 3 years | 11.52 | 29.03 | 40% |
| Returns for 5 years | 34.91 | 76.20 | 46% |
| Returns for 10 years | 85.66 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| RXD | 11.50 | 0.16 | +1.38% |
| ProShares UltraShort Health Care | |||
| QSPT | 28.05 | 0.23 | +0.81% |
| FT Vest Nasdaq-100® Buffer ETF Sep | |||
| MISL | 31.72 | 0.17 | +0.54% |
| First Trust Indxx Aerspc & Defns ETF | |||
| TPMN | 23.78 | 0.10 | +0.44% |
| Timothy Plan Market Neutral ETF | |||
| IBTG | 22.83 | N/A | +0.02% |
| iShares iBonds Dec 2026 Term Tr ETF | |||