Interact to see
Advertisement
Advertisement
SHAPX vs VTSMX
SHAPX vs VTSMX Comparison
Open Charts SHAPX vs VTSMX
ClearBridge Appreciation A
Price$38.51
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets9.45B
Vanguard Total Stock Mkt Idx I
Price$155.77
Change+$0.56 (+0.36%)
VolumeN/A
Net Assets1.91T
SHAPX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SHAPX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. SHAPX (9.45B). VTSMX pays higher dividends than SHAPX: VTSMX (1.09) vs SHAPX (0.43). 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 : 15.91 vs. SHAPX (6.61). VTSMX return over 5 years is better than : 80.22 vs. SHAPX (40.57).
| 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 | 10.755 | 10.125 | 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 | 1.09 | 39% |
| Returns for 1 year | 6.61 | 15.91 | 42% |
| Returns for 3 years | 32.21 | 58.13 | 55% |
| Returns for 5 years | 40.57 | 80.22 | 51% |
| Returns for 10 years | 105.79 | 223.55 | 47% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IPAY | 59.82 | 0.42 | +0.71% |
| Amplify Digital Payments ETF | |||
| TUGN | 25.26 | 0.16 | +0.62% |
| STF Tactical Growth & Income ETF | |||
| MEAR | 50.56 | 0.07 | +0.14% |
| iShares Short Maturity Muni Bd Act ETF | |||
| QCAP | 23.14 | 0.02 | +0.09% |
| FT Vest Nasdaq-100 Cnsrv Buffr ETF - Apr | |||
| ZTAX | 24.83 | -0.11 | -0.46% |
| X-Square Municipal Income Tax Free ETF | |||