Interact to see
Advertisement
Advertisement
SHAPX vs VFFSX
SHAPX vs VFFSX Comparison
Open Charts SHAPX vs VFFSX
ClearBridge Appreciation A
Price$39.43
Change+$0.37 (+0.95%)
VolumeN/A
Net Assets9.58B
Vanguard 500 Index Institutional Select
Price$329.75
Change+$3.49 (+1.07%)
VolumeN/A
Net Assets1.41T
SHAPX vs VFFSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SHAPX vs. VFFSX commentary
Oct 21, 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 Buy and VFFSX is a Hold.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.41T vs. SHAPX (9.58B). VFFSX pays higher dividends than SHAPX: VFFSX (1.15) vs SHAPX (0.41). SHAPX was incepted earlier than VFFSX: SHAPX (56 years) vs VFFSX (9 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 : 14.16 vs. SHAPX (4.60). VFFSX return over 5 years is better than : 91.67 vs. SHAPX (44.23).
| 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 | 9 years | - |
| Gain YTD | 12.630 | 13.424 | 94% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.58B | 1.41T | 1% |
| Annual Yield % from dividends | 0.41 | 1.15 | 36% |
| Returns for 1 year | 4.60 | 14.16 | 32% |
| Returns for 3 years | 42.89 | 79.49 | 54% |
| Returns for 5 years | 44.23 | 91.67 | 48% |
| Returns for 10 years | 101.75 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement