Interact to see
Advertisement
Advertisement
SAPYX vs VTSAX
SAPYX vs VTSAX Comparison
Open Charts SAPYX vs VTSAX
ClearBridge Appreciation I
Price$37.12
Change+$0.35 (+0.95%)
VolumeN/A
Net Assets9.33B
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
SAPYX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SAPYX vs. VTSAX commentary
Jul 07, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. SAPYX (9.33B). VTSAX pays higher dividends than SAPYX: VTSAX (1.21) vs SAPYX (0.66). SAPYX was incepted earlier than VTSAX: SAPYX (29 years) vs VTSAX (25 years). SAPYX (0.65) is less costly to investors than VTSAX (0.04). SAPYX is a more actively managed with annual turnover of: 17.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than SAPYX: VTSAX (3000) vs SAPYX (1000000). VTSAX annual gain was more profitable for investors over the last year : 13.89 vs. SAPYX (5.58). VTSAX return over 5 years is better than : 95.62 vs. SAPYX (56.22).
| SAPYX | VTSAX | SAPYX / VTSAX | |
| Total Expense Ratio | 0.65 | 0.04 | 1,625% |
| Annual Report Gross Expense Ratio | 0.65 | 0.04 | 1,625% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | 8.127 | 6.416 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.33B | 1.82T | 1% |
| Annual Yield % from dividends | 0.66 | 1.21 | 55% |
| Returns for 1 year | 5.58 | 13.89 | 40% |
| Returns for 3 years | 35.67 | 62.12 | 57% |
| Returns for 5 years | 56.22 | 95.62 | 59% |
| Returns for 10 years | 93.10 | 198.69 | 47% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement