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SHAPX vs VFFSX
SHAPX vs VFFSX Comparison
Open Charts SHAPX vs VFFSX
ClearBridge Appreciation A
Price$35.08
Change+$0.09 (+0.26%)
VolumeN/A
Net Assets9.57B
Vanguard 500 Index Institutional Select
Price$339.18
Change+$1.09 (+0.32%)
VolumeN/A
Net Assets1.48T
SHAPX vs VFFSX Comparison Chart in %
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SHAPX vs. VFFSX commentary
Dec 27, 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 SHAPX is a StrongBuy and VFFSX is a Hold.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.48T vs. SHAPX (9.57B). VFFSX pays higher dividends than SHAPX: VFFSX (1.13) vs SHAPX (0.41). SHAPX was incepted earlier than VFFSX: SHAPX (56 years) vs VFFSX (10 years). SHAPX (0.91) is less costly to investors than VFFSX (0.01). SHAPX is a more actively managed with annual turnover of: 17.00 vs. VFFSX (2.00). SHAPX has a lower initial minimum investment than VFFSX: SHAPX (1000) vs VFFSX (5000000000). VFFSX annual gain was more profitable for investors over the last year : 14.85 vs. SHAPX (-1.07). VFFSX return over 5 years is better than : 87.63 vs. SHAPX (25.84).
| SHAPX | VFFSX | SHAPX / VFFSX | |
| Total Expense Ratio | 0.91 | 0.01 | 9,100% |
| Annual Report Gross Expense Ratio | 0.91 | 0.01 | 9,100% |
| Fund Existence | 56 years | 10 years | - |
| Gain YTD | 1.153 | 17.916 | 6% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.57B | 1.48T | 1% |
| Annual Yield % from dividends | 0.41 | 1.13 | 36% |
| Returns for 1 year | -1.07 | 14.85 | -7% |
| Returns for 3 years | 31.72 | 80.76 | 39% |
| Returns for 5 years | 25.84 | 87.63 | 29% |
| Returns for 10 years | 86.36 | N/A | - |
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