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SHAPX vs VTSMX
SHAPX vs VTSMX Comparison
Open Charts SHAPX vs VTSMX
ClearBridge Appreciation A
Price$37.45
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets9.33B
Vanguard Total Stock Mkt Idx I
Price$150.47
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.91T
SHAPX vs VTSMX Comparison Chart in %
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SHAPX vs. VTSMX commentary
Jul 19, 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 (9.33B). VTSMX pays higher dividends than SHAPX: VTSMX (1.12) vs SHAPX (0.44). SHAPX was incepted earlier than VTSMX: SHAPX (55 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 : 12.47 vs. SHAPX (3.97). VTSMX return over 5 years is better than : 90.23 vs. SHAPX (49.84).
| SHAPX | VTSMX | SHAPX / VTSMX | |
| Total Expense Ratio | 0.91 | 0.14 | 650% |
| Annual Report Gross Expense Ratio | 0.91 | 0.14 | 650% |
| Fund Existence | 55 years | 33 years | - |
| Gain YTD | 8.131 | 6.762 | 120% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.33B | 1.91T | 0% |
| Annual Yield % from dividends | 0.44 | 1.12 | 39% |
| Returns for 1 year | 3.97 | 12.47 | 32% |
| Returns for 3 years | 36.06 | 62.18 | 58% |
| Returns for 5 years | 49.84 | 90.23 | 55% |
| Returns for 10 years | 86.63 | 191.62 | 45% |
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