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SAPCX vs VTSMX
SAPCX vs VTSMX Comparison
Open Charts SAPCX vs VTSMX
ClearBridge Appreciation C
Price$37.47
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets9.66B
Vanguard Total Stock Mkt Idx I
Price$164.01
Change+$0.25 (+0.15%)
VolumeN/A
Net Assets2.05T
SAPCX vs VTSMX Comparison Chart in %
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SAPCX vs. VTSMX commentary
Dec 05, 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 SAPCX is a StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. SAPCX (9.66B). VTSMX pays higher dividends than SAPCX: VTSMX (1.02) vs SAPCX (0.00). SAPCX was incepted earlier than VTSMX: SAPCX (33 years) vs VTSMX (34 years). SAPCX (1.65) is less costly to investors than VTSMX (0.14). SAPCX is a more actively managed with annual turnover of: 17.00 vs. VTSMX (2.00). SAPCX has a lower initial minimum investment than VTSMX: SAPCX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 12.11 vs. SAPCX (1.66). VTSMX return over 5 years is better than : 76.45 vs. SAPCX (36.28).
| SAPCX | VTSMX | SAPCX / VTSMX | |
| Total Expense Ratio | 1.65 | 0.14 | 1,179% |
| Annual Report Gross Expense Ratio | 1.65 | 0.14 | 1,179% |
| Fund Existence | 33 years | 34 years | - |
| Gain YTD | 13.934 | 16.213 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.66B | 2.05T | 0% |
| Annual Yield % from dividends | 0.00 | 1.02 | - |
| Returns for 1 year | 1.66 | 12.11 | 14% |
| Returns for 3 years | 28.56 | 65.43 | 44% |
| Returns for 5 years | 36.28 | 76.45 | 47% |
| Returns for 10 years | 83.94 | 225.03 | 37% |
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