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SHAPX vs VITSX
SHAPX vs VITSX Comparison
Open Charts SHAPX vs VITSX
ClearBridge Appreciation A
Price$38.94
Change+$0.20 (+0.52%)
VolumeN/A
Net Assets9.62B
Vanguard Total Stock Market Idx I
Price$159.28
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
SHAPX vs VITSX Comparison Chart in %
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SHAPX vs. VITSX commentary
Sep 29, 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 Hold and VITSX is a Hold.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.95T vs. SHAPX (9.62B). VITSX pays higher dividends than SHAPX: VITSX (1.17) vs SHAPX (0.42). SHAPX was incepted earlier than VITSX: SHAPX (56 years) vs VITSX (28 years). SHAPX (0.91) is less costly to investors than VITSX (0.03). SHAPX is a more actively managed with annual turnover of: 17.00 vs. VITSX (2.00). SHAPX has a lower initial minimum investment than VITSX: SHAPX (1000) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 15.64 vs. SHAPX (6.21). VITSX return over 5 years is better than : 96.60 vs. SHAPX (50.97).
| SHAPX | VITSX | SHAPX / VITSX | |
| Total Expense Ratio | 0.91 | 0.03 | 3,033% |
| Annual Report Gross Expense Ratio | 0.91 | 0.03 | 3,033% |
| Fund Existence | 56 years | 28 years | - |
| Gain YTD | 12.284 | 12.977 | 95% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.62B | 1.95T | 0% |
| Annual Yield % from dividends | 0.42 | 1.17 | 36% |
| Returns for 1 year | 6.21 | 15.64 | 40% |
| Returns for 3 years | 47.43 | 80.32 | 59% |
| Returns for 5 years | 50.97 | 96.60 | 53% |
| Returns for 10 years | 117.05 | 250.75 | 47% |
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