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SHAPX vs VTSMX
SHAPX vs VTSMX Comparison
Open Charts SHAPX vs VTSMX
ClearBridge Appreciation A
Price$32.95
Change+$0.57 (+1.76%)
VolumeN/A
Net Assets8.14B
Vanguard Total Stock Mkt Idx I
Price$130.91
Change+$2.67 (+2.08%)
VolumeN/A
Net Assets1.7T
SHAPX vs VTSMX Comparison Chart
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SHAPX vs. VTSMX commentary
Apr 25, 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: 1.7T vs. SHAPX (8.14B). VTSMX pays higher dividends than SHAPX: VTSMX (1.25) vs SHAPX (0.48). SHAPX was incepted earlier than VTSMX: SHAPX (55 years) vs VTSMX (33 years). SHAPX (0.93) 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 : 5.27 vs. SHAPX (-2.00). VTSMX return over 5 years is better than : 86.77 vs. SHAPX (45.37).
| SHAPX | VTSMX | SHAPX / VTSMX | |
| Total Expense Ratio | 0.93 | 0.14 | 664% |
| Annual Report Gross Expense Ratio | 0.93 | 0.14 | 664% |
| Fund Existence | 55 years | 33 years | - |
| Gain YTD | -6.632 | -9.023 | 74% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.14B | 1.7T | 0% |
| Annual Yield % from dividends | 0.48 | 1.25 | 38% |
| Returns for 1 year | -2.00 | 5.27 | -38% |
| Returns for 3 years | 7.63 | 22.56 | 34% |
| Returns for 5 years | 45.37 | 86.77 | 52% |
| Returns for 10 years | 63.91 | 150.14 | 43% |
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