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SAPCX vs VTSMX
SAPCX vs VTSMX Comparison
Open Charts SAPCX vs VTSMX
ClearBridge Appreciation C
Price$36.97
Change-$0.58 (-1.54%)
VolumeN/A
Net Assets9.75B
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
SAPCX vs VTSMX Comparison Chart in %
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SAPCX vs. VTSMX commentary
Nov 15, 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 Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. SAPCX (9.75B). 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 : 11.51 vs. SAPCX (1.62). VTSMX return over 5 years is better than : 80.75 vs. SAPCX (33.17).
| 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 | 12.473 | 13.935 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.75B | 2.05T | 0% |
| Annual Yield % from dividends | 0.00 | 1.02 | - |
| Returns for 1 year | 1.62 | 11.51 | 14% |
| Returns for 3 years | 31.66 | 66.86 | 47% |
| Returns for 5 years | 33.17 | 80.75 | 41% |
| Returns for 10 years | 85.02 | 224.94 | 38% |
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