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SAPYX vs VTSMX
SAPYX vs VTSMX Comparison
Open Charts SAPYX vs VTSMX
ClearBridge Appreciation I
Price$38.95
Change-$0.61 (-1.54%)
VolumeN/A
Net Assets9.75B
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
SAPYX vs VTSMX Comparison Chart in %
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SAPYX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. SAPYX (9.75B). VTSMX pays higher dividends than SAPYX: VTSMX (1.02) vs SAPYX (0.62). SAPYX was incepted earlier than VTSMX: SAPYX (30 years) vs VTSMX (34 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 : 13.42 vs. SAPYX (4.74). VTSMX return over 5 years is better than : 83.98 vs. SAPYX (43.71).
| SAPYX | VTSMX | SAPYX / VTSMX | |
| Total Expense Ratio | 0.65 | 0.14 | 464% |
| Annual Report Gross Expense Ratio | 0.65 | 0.14 | 464% |
| Fund Existence | 30 years | 34 years | - |
| Gain YTD | 15.234 | 15.972 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.75B | 2.05T | 0% |
| Annual Yield % from dividends | 0.62 | 1.02 | 61% |
| Returns for 1 year | 4.74 | 13.42 | 35% |
| Returns for 3 years | 37.96 | 68.22 | 56% |
| Returns for 5 years | 43.71 | 83.98 | 52% |
| Returns for 10 years | 107.40 | 235.40 | 46% |
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