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SAPYX vs VSMPX
SAPYX vs VSMPX Comparison
Open Charts SAPYX vs VSMPX
ClearBridge Appreciation I
Price$38.16
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets9.52B
Vanguard Total Stock Mkt Idx Instl Pls
Price$292.42
Change+$2.56 (+0.88%)
VolumeN/A
Net Assets1.95T
SAPYX vs VSMPX Comparison Chart in %
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SAPYX vs. VSMPX commentary
Sep 08, 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 SAPYX is a StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.95T vs. SAPYX (9.52B). VSMPX pays higher dividends than SAPYX: VSMPX (1.17) vs SAPYX (0.64). SAPYX was incepted earlier than VSMPX: SAPYX (30 years) vs VSMPX (10 years). SAPYX (0.65) is less costly to investors than VSMPX (0.02). SAPYX is a more actively managed with annual turnover of: 17.00 vs. VSMPX (2.00). SAPYX has a lower initial minimum investment than VSMPX: SAPYX (1000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 18.05 vs. SAPYX (8.11). VSMPX return over 5 years is better than : 85.03 vs. SAPYX (45.71).
| SAPYX | VSMPX | SAPYX / VSMPX | |
| Total Expense Ratio | 0.65 | 0.02 | 3,250% |
| Annual Report Gross Expense Ratio | 0.65 | 0.02 | 3,250% |
| Fund Existence | 30 years | 10 years | - |
| Gain YTD | 11.156 | 10.358 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.52B | 1.95T | 0% |
| Annual Yield % from dividends | 0.64 | 1.17 | 55% |
| Returns for 1 year | 8.11 | 18.05 | 45% |
| Returns for 3 years | 37.03 | 63.71 | 58% |
| Returns for 5 years | 45.71 | 85.03 | 54% |
| Returns for 10 years | 107.55 | 214.57 | 50% |
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