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SHAPX vs VTSMX
SHAPX vs VTSMX Comparison
Open Charts SHAPX vs VTSMX
ClearBridge Appreciation A
Price$38.69
Change-$0.27 (-0.69%)
VolumeN/A
Net Assets9.52B
Vanguard Total Stock Mkt Idx I
Price$157.75
Change-$1.11 (-0.70%)
VolumeN/A
Net Assets2.05T
SHAPX vs VTSMX Comparison Chart in %
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SHAPX vs. VTSMX commentary
Nov 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. SHAPX (9.52B). VTSMX pays higher dividends than SHAPX: VTSMX (1.02) vs SHAPX (0.41). SHAPX was incepted earlier than VTSMX: SHAPX (56 years) vs VTSMX (34 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 : 12.09 vs. SHAPX (3.67). VTSMX return over 5 years is better than : 77.91 vs. SHAPX (39.03).
| 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 | 34 years | - |
| Gain YTD | 12.341 | 12.736 | 97% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.52B | 2.05T | 0% |
| Annual Yield % from dividends | 0.41 | 1.02 | 40% |
| Returns for 1 year | 3.67 | 12.09 | 30% |
| Returns for 3 years | 33.47 | 64.98 | 52% |
| Returns for 5 years | 39.03 | 77.91 | 50% |
| Returns for 10 years | 95.35 | 215.97 | 44% |
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