Interact to see
Advertisement
Advertisement
SHAPX vs VTSMX
SHAPX vs VTSMX Comparison
Open Charts SHAPX vs VTSMX
ClearBridge Appreciation A
Price$38.84
Change-$0.04 (-0.10%)
VolumeN/A
Net Assets9.63B
Vanguard Total Stock Mkt Idx I
Price$158.23
Change-$0.13 (-0.08%)
VolumeN/A
Net Assets1.95T
SHAPX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SHAPX vs. VTSMX commentary
Sep 18, 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: 1.95T vs. SHAPX (9.63B). VTSMX pays higher dividends than SHAPX: VTSMX (1.07) vs SHAPX (0.42). SHAPX was incepted earlier than VTSMX: SHAPX (56 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 : 17.18 vs. SHAPX (6.97). VTSMX return over 5 years is better than : 93.18 vs. SHAPX (49.39).
| SHAPX | VTSMX | SHAPX / VTSMX | |
| Total Expense Ratio | 0.91 | 0.14 | 650% |
| Annual Report Gross Expense Ratio | 0.91 | 0.14 | 650% |
| Fund Existence | 56 years | 33 years | - |
| Gain YTD | 12.111 | 12.360 | 98% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.63B | 1.95T | 0% |
| Annual Yield % from dividends | 0.42 | 1.07 | 40% |
| Returns for 1 year | 6.97 | 17.18 | 41% |
| Returns for 3 years | 39.33 | 67.66 | 58% |
| Returns for 5 years | 49.39 | 93.18 | 53% |
| Returns for 10 years | 110.22 | 231.44 | 48% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement