SHAPX
Price
$32.95
Change
+$0.57 (+1.76%)
Updated
Apr 24 closing price
Net Assets
8.14B
VTSAX
Price
$130.93
Change
+$2.66 (+2.07%)
Updated
Apr 24 closing price
Net Assets
1.7T
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SHAPX vs VTSAX

Header iconSHAPX vs VTSAX Comparison
Open Charts SHAPX vs VTSAXBanner chart's image
ClearBridge Appreciation A
Price$32.95
Change+$0.57 (+1.76%)
VolumeN/A
Net Assets8.14B
Vanguard Total Stock Mkt Idx Adm
Price$130.93
Change+$2.66 (+2.07%)
VolumeN/A
Net Assets1.7T
SHAPX vs VTSAX Comparison Chart
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SHAPX vs. VTSAX commentary
Apr 25, 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.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.7T vs. SHAPX (8.14B). 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 : 5.27 vs. SHAPX (-2.00). VTSAX return over 5 years is better than : 86.80 vs. SHAPX (45.37).
SHAPXVTSAXSHAPX / VTSAX
Total Expense Ratio0.930.042,325%
Annual Report Gross Expense Ratio0.930.042,325%
Fund Existence55 years24 years-
Gain YTD-6.632-9.01974%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets8.14B1.7T0%
Annual Yield % from dividends0.481.3535%
Returns for 1 year-2.005.27-38%
Returns for 3 years7.6322.5934%
Returns for 5 years45.3786.8052%
Returns for 10 years63.91150.7142%
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