SHAPX
Price
$33.86
Change
+$0.18 (+0.53%)
Updated
Apr 2 closing price
Net Assets
8.5B
VTSAX
Price
$135.36
Change
+$1.08 (+0.80%)
Updated
Apr 2 closing price
Net Assets
1.81T
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SHAPX vs VTSAX

Header iconSHAPX vs VTSAX Comparison
Open Charts SHAPX vs VTSAXBanner chart's image
ClearBridge Appreciation A
Price$33.86
Change+$0.18 (+0.53%)
VolumeN/A
Net Assets8.5B
Vanguard Total Stock Mkt Idx Adm
Price$135.36
Change+$1.08 (+0.80%)
VolumeN/A
Net Assets1.81T
SHAPX vs VTSAX Comparison Chart
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VS
SHAPX vs. VTSAX 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 VTSAX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.81T vs. SHAPX (8.5B). VTSAX pays higher dividends than SHAPX: VTSAX (1.35) vs SHAPX (0.48). SHAPX was incepted earlier than VTSAX: SHAPX (55 years) vs VTSAX (24 years). SHAPX (0.93) is less costly to investors than VTSAX (0.04). SHAPX is a more actively managed with annual turnover of: 17.00 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 : 7.36 vs. SHAPX (-0.52). VTSAX return over 5 years is better than : 124.44 vs. SHAPX (70.58).
SHAPXVTSAXSHAPX / VTSAX
Total Expense Ratio0.930.042,325%
Annual Report Gross Expense Ratio0.930.042,325%
Fund Existence55 years24 years-
Gain YTD-2.884-4.75661%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets8.5B1.81T0%
Annual Yield % from dividends0.481.3535%
Returns for 1 year-0.527.36-7%
Returns for 3 years6.5321.0231%
Returns for 5 years70.58124.4457%
Returns for 10 years73.46166.9744%
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