Ad is loading...
SHAPX vs VSTSX
SHAPX vs VSTSX Comparison
Open Charts SHAPX vs VSTSX
ClearBridge Appreciation A
Price$33.86
Change+$0.18 (+0.53%)
VolumeN/A
Net Assets8.5B
Vanguard Total Stock Mkt Idx Instl Sel
Price$266.55
Change+$2.13 (+0.81%)
VolumeN/A
Net Assets1.81T
SHAPX vs VSTSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SHAPX vs. VSTSX 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 VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.81T vs. SHAPX (8.5B). VSTSX pays higher dividends than SHAPX: VSTSX (1.37) vs SHAPX (0.48). SHAPX was incepted earlier than VSTSX: SHAPX (55 years) vs VSTSX (9 years). SHAPX (0.93) is less costly to investors than VSTSX (0.01). SHAPX is a more actively managed with annual turnover of: 17.00 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 : 7.38 vs. SHAPX (-0.52). VSTSX return over 5 years is better than : 124.58 vs. SHAPX (70.58).
| SHAPX | VSTSX | SHAPX / VSTSX | |
| Total Expense Ratio | 0.93 | 0.01 | 9,300% |
| Annual Report Gross Expense Ratio | 0.93 | 0.01 | 9,300% |
| Fund Existence | 55 years | 9 years | - |
| Gain YTD | -2.884 | -4.752 | 61% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.5B | 1.81T | 0% |
| Annual Yield % from dividends | 0.48 | 1.37 | 35% |
| Returns for 1 year | -0.52 | 7.38 | -7% |
| Returns for 3 years | 6.53 | 21.10 | 31% |
| Returns for 5 years | 70.58 | 124.58 | 57% |
| Returns for 10 years | 73.46 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers