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SAPYX vs VTSMX
SAPYX vs VTSMX Comparison
Open Charts SAPYX vs VTSMX
ClearBridge Appreciation I
Price$37.12
Change+$0.35 (+0.95%)
VolumeN/A
Net Assets9.33B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
SAPYX vs VTSMX Comparison Chart in %
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SAPYX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. SAPYX (9.33B). VTSMX pays higher dividends than SAPYX: VTSMX (1.12) vs SAPYX (0.66). SAPYX was incepted earlier than VTSMX: SAPYX (29 years) vs VTSMX (33 years). SAPYX (0.65) is less costly to investors than VTSMX (0.14). SAPYX is a more actively managed with annual turnover of: 17.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than SAPYX: VTSMX (3000) vs SAPYX (1000000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. SAPYX (5.58). VTSMX return over 5 years is better than : 95.59 vs. SAPYX (56.22).
| SAPYX | VTSMX | SAPYX / VTSMX | |
| Total Expense Ratio | 0.65 | 0.14 | 464% |
| Annual Report Gross Expense Ratio | 0.65 | 0.14 | 464% |
| Fund Existence | 29 years | 33 years | - |
| Gain YTD | 8.127 | 6.421 | 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 | 1.12 | 60% |
| Returns for 1 year | 5.58 | 13.89 | 40% |
| Returns for 3 years | 35.67 | 62.08 | 57% |
| Returns for 5 years | 56.22 | 95.59 | 59% |
| Returns for 10 years | 93.10 | 198.05 | 47% |
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