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SHAPX vs VTSMX
SHAPX vs VTSMX Comparison
Open Charts SHAPX vs VTSMX
ClearBridge Appreciation A
Price$36.82
Change-$0.06 (-0.16%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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SHAPX vs VTSMX Comparison Chart
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SHAPX vs. VTSMX commentary
Sep 21, 2024
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: 1.72T vs. SHAPX (8.97B). VTSMX pays higher dividends than SHAPX: VTSMX (1.26) vs SHAPX (0.59). SHAPX was incepted earlier than VTSMX: SHAPX (55 years) vs VTSMX (32 years). SHAPX is a more actively managed with annual turnover of: 13.00 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 : 31.53 vs. SHAPX (24.92). VTSMX return over 5 years is better than : 85.64 vs. SHAPX (45.47).
| SHAPX | VTSMX | SHAPX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 55 years | 32 years | - |
| Gain YTD | 19.507 | 18.617 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.97B | 1.72T | 1% |
| Annual Yield % from dividends | 0.59 | 1.26 | 46% |
| Returns for 1 year | 24.92 | 31.53 | 79% |
| Returns for 3 years | 13.79 | 25.35 | 54% |
| Returns for 5 years | 45.47 | 85.64 | 53% |
| Returns for 10 years | 89.24 | 187.59 | 48% |
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