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SHAPX vs VTSAX
SHAPX vs VTSAX Comparison
Open Charts SHAPX vs VTSAX
ClearBridge Appreciation A
Price$37.67
Change-$0.49 (-1.28%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$141.29
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
SHAPX vs VTSAX Comparison Chart
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SHAPX vs. VTSAX commentary
Nov 18, 2024
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 StrongBuy and VTSAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.73T vs. SHAPX (8.96B). VTSAX pays higher dividends than SHAPX: VTSAX (1.35) vs SHAPX (0.59). SHAPX was incepted earlier than VTSAX: SHAPX (55 years) vs VTSAX (24 years). SHAPX is a more actively managed with annual turnover of: 13.00 vs. VTSAX (2.00). SHAPX has a lower initial minimum investment than VTSAX: SHAPX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 30.54 vs. SHAPX (22.76). VTSAX return over 5 years is better than : 83.75 vs. SHAPX (43.16).
| SHAPX | VTSAX | SHAPX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 55 years | 24 years | - |
| Gain YTD | 22.265 | 22.422 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.96B | 1.73T | 1% |
| Annual Yield % from dividends | 0.59 | 1.35 | 43% |
| Returns for 1 year | 22.76 | 30.54 | 75% |
| Returns for 3 years | 8.86 | 19.92 | 44% |
| Returns for 5 years | 43.16 | 83.75 | 52% |
| Returns for 10 years | 87.51 | 186.74 | 47% |
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