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SHAPX vs VITSX
SHAPX vs VITSX Comparison
Open Charts SHAPX vs VITSX
ClearBridge Appreciation A
Price$39.26
Change-$0.62 (-1.55%)
VolumeN/A
Net Assets9.75B
Vanguard Total Stock Market Idx I
Price$160.62
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
SHAPX vs VITSX Comparison Chart in %
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SHAPX vs. VITSX 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 SHAPX is a Buy and VITSX is a Hold.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 2.05T vs. SHAPX (9.75B). VITSX pays higher dividends than SHAPX: VITSX (1.12) vs SHAPX (0.41). 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 : 11.52 vs. SHAPX (2.81). VITSX return over 5 years is better than : 80.80 vs. SHAPX (39.91).
| 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 | 13.206 | 13.951 | 95% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.75B | 2.05T | 0% |
| Annual Yield % from dividends | 0.41 | 1.12 | 37% |
| Returns for 1 year | 2.81 | 11.52 | 24% |
| Returns for 3 years | 35.87 | 66.90 | 54% |
| Returns for 5 years | 39.91 | 80.80 | 49% |
| Returns for 10 years | 100.26 | 225.63 | 44% |
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