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SHAPX vs VSTSX
SHAPX vs VSTSX Comparison
Open Charts SHAPX vs VSTSX
ClearBridge Appreciation A
Price$35.96
Change+$0.27 (+0.76%)
VolumeN/A
Net Assets8.93B
Vanguard Total Stock Mkt Idx Instl Sel
Price$282.92
Change+$2.98 (+1.06%)
VolumeN/A
Net Assets1.82T
SHAPX vs VSTSX Comparison Chart
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SHAPX vs. VSTSX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.82T vs. SHAPX (8.93B). VSTSX pays higher dividends than SHAPX: VSTSX (1.29) vs SHAPX (0.45). SHAPX was incepted earlier than VSTSX: SHAPX (55 years) vs VSTSX (9 years). SHAPX (0.91) 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 : 10.98 vs. SHAPX (3.11). VSTSX return over 5 years is better than : 81.06 vs. SHAPX (44.22).
| SHAPX | VSTSX | SHAPX / VSTSX | |
| Total Expense Ratio | 0.91 | 0.01 | 9,100% |
| Annual Report Gross Expense Ratio | 0.91 | 0.01 | 9,100% |
| Fund Existence | 55 years | 9 years | - |
| Gain YTD | 2.912 | 0.839 | 347% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.93B | 1.82T | 0% |
| Annual Yield % from dividends | 0.45 | 1.29 | 35% |
| Returns for 1 year | 3.11 | 10.98 | 28% |
| Returns for 3 years | 19.69 | 40.43 | 49% |
| Returns for 5 years | 44.22 | 81.06 | 55% |
| Returns for 10 years | 82.75 | N/A | - |
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