Interact to see
Advertisement
Advertisement
SHAPX vs VTSMX
SHAPX vs VTSMX Comparison
Open Charts SHAPX vs VTSMX
ClearBridge Appreciation A
Price$35.80
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets8.94B
Vanguard Total Stock Mkt Idx I
Price$143.12
Change+$0.06 (+0.04%)
VolumeN/A
Net Assets1.82T
SHAPX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SHAPX vs. VTSMX commentary
Jun 20, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. SHAPX (8.94B). VTSMX pays higher dividends than SHAPX: VTSMX (1.18) vs SHAPX (0.45). SHAPX was incepted earlier than VTSMX: SHAPX (55 years) vs VTSMX (33 years). SHAPX (0.91) is less costly to investors than VTSMX (0.14). SHAPX is a more actively managed with annual turnover of: 17.00 vs. VTSMX (2.00). SHAPX has a lower initial minimum investment than VTSMX: SHAPX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 9.32 vs. SHAPX (1.56). VTSMX return over 5 years is better than : 87.88 vs. SHAPX (49.23).
| SHAPX | VTSMX | SHAPX / VTSMX | |
| Total Expense Ratio | 0.91 | 0.14 | 650% |
| Annual Report Gross Expense Ratio | 0.91 | 0.14 | 650% |
| Fund Existence | 55 years | 33 years | - |
| Gain YTD | 3.230 | 1.533 | 211% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.94B | 1.82T | 0% |
| Annual Yield % from dividends | 0.45 | 1.18 | 38% |
| Returns for 1 year | 1.56 | 9.32 | 17% |
| Returns for 3 years | 34.89 | 60.46 | 58% |
| Returns for 5 years | 49.23 | 87.88 | 56% |
| Returns for 10 years | 80.62 | 177.45 | 45% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement