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SHAPX vs VTSMX
SHAPX vs VTSMX Comparison
Open Charts SHAPX vs VTSMX
ClearBridge Appreciation A
Price$37.67
Change-$0.49 (-1.28%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
SHAPX vs VTSMX Comparison Chart
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SHAPX vs. VTSMX commentary
Nov 18, 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 StrongBuy and VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. SHAPX (8.96B). VTSMX pays higher dividends than SHAPX: VTSMX (1.26) vs SHAPX (0.59). SHAPX was incepted earlier than VTSMX: SHAPX (55 years) vs VTSMX (33 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 : 30.52 vs. SHAPX (22.76). VTSMX return over 5 years is better than : 83.72 vs. SHAPX (43.16).
| SHAPX | VTSMX | SHAPX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 55 years | 33 years | - |
| Gain YTD | 22.265 | 22.392 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.96B | 1.73T | 1% |
| Annual Yield % from dividends | 0.59 | 1.26 | 46% |
| Returns for 1 year | 22.76 | 30.52 | 75% |
| Returns for 3 years | 8.86 | 19.91 | 44% |
| Returns for 5 years | 43.16 | 83.72 | 52% |
| Returns for 10 years | 87.51 | 186.07 | 47% |
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