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SHAPX vs VTSAX
SHAPX vs VTSAX Comparison
Open Charts SHAPX vs VTSAX
ClearBridge Appreciation A
Price$38.51
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets9.45B
Vanguard Total Stock Mkt Idx Adm
Price$155.81
Change+$0.56 (+0.36%)
VolumeN/A
Net Assets1.91T
SHAPX vs VTSAX Comparison Chart in %
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SHAPX vs. VTSAX commentary
Aug 29, 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: 1.91T vs. SHAPX (9.45B). VTSAX pays higher dividends than SHAPX: VTSAX (1.18) vs SHAPX (0.43). SHAPX was incepted earlier than VTSAX: SHAPX (56 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 : 15.91 vs. SHAPX (6.61). VTSAX return over 5 years is better than : 80.23 vs. SHAPX (40.57).
| 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 | 56 years | 25 years | - |
| Gain YTD | 10.755 | 10.134 | 106% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.45B | 1.91T | 0% |
| Annual Yield % from dividends | 0.43 | 1.18 | 36% |
| Returns for 1 year | 6.61 | 15.91 | 42% |
| Returns for 3 years | 32.21 | 58.15 | 55% |
| Returns for 5 years | 40.57 | 80.23 | 51% |
| Returns for 10 years | 105.79 | 224.21 | 47% |
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