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SHAPX vs VTSAX
SHAPX vs VTSAX Comparison
Open Charts SHAPX vs VTSAX
ClearBridge Appreciation A
Price$35.96
Change+$0.27 (+0.76%)
VolumeN/A
Net Assets8.93B
Vanguard Total Stock Mkt Idx Adm
Price$143.67
Change+$1.52 (+1.07%)
VolumeN/A
Net Assets1.82T
SHAPX vs VTSAX Comparison Chart
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SHAPX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. SHAPX (8.93B). VTSAX pays higher dividends than SHAPX: VTSAX (1.28) vs SHAPX (0.45). SHAPX was incepted earlier than VTSAX: SHAPX (55 years) vs VTSAX (25 years). SHAPX (0.91) 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 : 10.96 vs. SHAPX (3.11). VTSAX return over 5 years is better than : 80.95 vs. SHAPX (44.22).
| SHAPX | VTSAX | SHAPX / VTSAX | |
| Total Expense Ratio | 0.91 | 0.04 | 2,275% |
| Annual Report Gross Expense Ratio | 0.91 | 0.04 | 2,275% |
| Fund Existence | 55 years | 25 years | - |
| Gain YTD | 2.912 | 0.826 | 353% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.93B | 1.82T | 0% |
| Annual Yield % from dividends | 0.45 | 1.28 | 35% |
| Returns for 1 year | 3.11 | 10.96 | 28% |
| Returns for 3 years | 19.69 | 40.35 | 49% |
| Returns for 5 years | 44.22 | 80.95 | 55% |
| Returns for 10 years | 82.75 | 180.53 | 46% |
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