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FXAIX vs SHAPX
FXAIX vs SHAPX Comparison
Open Charts FXAIX vs SHAPX
ClearBridge Appreciation A
Price$35.37
Change-$3.97 (-10.09%)
VolumeN/A
Net Assets9.58B
FXAIX vs SHAPX Comparison Chart in %
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FXAIX vs. SHAPX commentary
Feb 04, 2026
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 FXAIX is a Buy and SHAPX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 753B vs. SHAPX (9.58B). FXAIX pays higher dividends than SHAPX: FXAIX (1.10) vs SHAPX (0.29). FXAIX was incepted earlier than SHAPX: FXAIX (15 years) vs SHAPX (56 years). SHAPX (0.91) is less costly to investors than FXAIX (0.01). SHAPX is a more actively managed with annual turnover of: 28.00 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than SHAPX: FXAIX (0) vs SHAPX (1000). FXAIX annual gain was more profitable for investors over the last year : 17.83 vs. SHAPX (-0.21). FXAIX return over 5 years is better than : 93.74 vs. SHAPX (23.83).
| FXAIX | SHAPX | FXAIX / SHAPX | |
| Total Expense Ratio | 0.01 | 0.91 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.91 | 2% |
| Fund Existence | 15 years | 56 years | - |
| Gain YTD | 1.998 | 1.755 | 114% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 753B | 9.58B | 7,863% |
| Annual Yield % from dividends | 1.10 | 0.29 | 379% |
| Returns for 1 year | 17.83 | -0.21 | -8,353% |
| Returns for 3 years | 75.94 | 28.66 | 265% |
| Returns for 5 years | 93.74 | 23.83 | 393% |
| Returns for 10 years | 310.97 | 102.62 | 303% |
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