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SHAPX vs VTSMX
SHAPX vs VTSMX Comparison
Open Charts SHAPX vs VTSMX
ClearBridge Appreciation A
Price$39.50
Change+$0.14 (+0.36%)
VolumeN/A
Net Assets9.71B
Vanguard Total Stock Mkt Idx I
Price$161.46
Change+$1.02 (+0.64%)
VolumeN/A
Net Assets2.02T
SHAPX vs VTSMX Comparison Chart in %
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SHAPX vs. VTSMX commentary
Oct 09, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. SHAPX (9.71B). VTSMX pays higher dividends than SHAPX: VTSMX (1.04) vs SHAPX (0.41). 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 : 16.77 vs. SHAPX (7.61). VTSMX return over 5 years is better than : 86.59 vs. SHAPX (45.54).
| 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 | 13.495 | 13.857 | 97% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.71B | 2.02T | 0% |
| Annual Yield % from dividends | 0.41 | 1.04 | 40% |
| Returns for 1 year | 7.61 | 16.77 | 45% |
| Returns for 3 years | 48.08 | 81.21 | 59% |
| Returns for 5 years | 45.54 | 86.59 | 53% |
| Returns for 10 years | 105.70 | 229.54 | 46% |
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