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SHAPX vs VTSAX
SHAPX vs VTSAX Comparison
Open Charts SHAPX vs VTSAX
ClearBridge Appreciation A
Price$35.38
Change-$0.52 (-1.45%)
VolumeN/A
Net Assets8.98B
Vanguard Total Stock Mkt Idx Adm
Price$144.03
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
SHAPX vs VTSAX Comparison Chart
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SHAPX vs. VTSAX commentary
Feb 23, 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 Hold and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. SHAPX (8.98B). 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 : 17.60 vs. SHAPX (6.69). VTSAX return over 5 years is better than : 74.84 vs. SHAPX (35.94).
| 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 | 2.018 | 2.127 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.98B | 1.84T | 0% |
| Annual Yield % from dividends | 0.59 | 1.35 | 43% |
| Returns for 1 year | 6.69 | 17.60 | 38% |
| Returns for 3 years | 18.14 | 36.79 | 49% |
| Returns for 5 years | 35.94 | 74.84 | 48% |
| Returns for 10 years | 79.01 | 180.79 | 44% |
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