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SAPYX vs VSMPX
SAPYX vs VSMPX Comparison
Open Charts SAPYX vs VSMPX
ClearBridge Appreciation I
Price$38.95
Change-$0.61 (-1.54%)
VolumeN/A
Net Assets9.75B
Vanguard Total Stock Mkt Idx Instl Pls
Price$301.31
Change-$5.38 (-1.75%)
VolumeN/A
Net Assets2.05T
SAPYX vs VSMPX Comparison Chart in %
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SAPYX vs. VSMPX commentary
Nov 14, 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 Buy and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. SAPYX (9.75B). VSMPX pays higher dividends than SAPYX: VSMPX (1.12) vs SAPYX (0.62). SAPYX was incepted earlier than VSMPX: SAPYX (30 years) vs VSMPX (11 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 : 13.44 vs. SAPYX (4.74). VSMPX return over 5 years is better than : 84.08 vs. SAPYX (43.71).
| 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 | 11 years | - |
| Gain YTD | 15.234 | 15.994 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.75B | 2.05T | 0% |
| Annual Yield % from dividends | 0.62 | 1.12 | 56% |
| Returns for 1 year | 4.74 | 13.44 | 35% |
| Returns for 3 years | 37.96 | 68.30 | 56% |
| Returns for 5 years | 43.71 | 84.08 | 52% |
| Returns for 10 years | 107.40 | 225.48 | 48% |
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