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SAPCX vs VTSMX
SAPCX vs VTSMX Comparison
Open Charts SAPCX vs VTSMX
ClearBridge Appreciation C
Price$36.10
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets9.49B
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
SAPCX vs VTSMX Comparison Chart in %
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SAPCX vs. VTSMX commentary
Aug 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 SAPCX is a StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. SAPCX (9.49B). VTSMX pays higher dividends than SAPCX: VTSMX (1.09) vs SAPCX (0.00). SAPCX was incepted earlier than VTSMX: SAPCX (33 years) vs VTSMX (33 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 : 16.21 vs. SAPCX (6.27). VTSMX return over 5 years is better than : 85.82 vs. SAPCX (38.99).
| 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 | 33 years | - |
| Gain YTD | 9.827 | 9.266 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.49B | 1.91T | 0% |
| Annual Yield % from dividends | 0.00 | 1.09 | - |
| Returns for 1 year | 6.27 | 16.21 | 39% |
| Returns for 3 years | 20.94 | 46.80 | 45% |
| Returns for 5 years | 38.99 | 85.82 | 45% |
| Returns for 10 years | 78.71 | 202.54 | 39% |
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