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SHAPX vs VITSX
SHAPX vs VITSX Comparison
Open Charts SHAPX vs VITSX
ClearBridge Appreciation A
Price$37.44
Change+$0.34 (+0.92%)
VolumeN/A
Net Assets9.33B
Vanguard Total Stock Market Idx I
Price$150.04
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
SHAPX vs VITSX Comparison Chart in %
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SHAPX vs. VITSX commentary
Jul 07, 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 VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.82T vs. SHAPX (9.33B). VITSX pays higher dividends than SHAPX: VITSX (1.22) vs SHAPX (0.44). SHAPX was incepted earlier than VITSX: SHAPX (55 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 : 13.90 vs. SHAPX (5.41). VITSX return over 5 years is better than : 95.64 vs. SHAPX (54.44).
| 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 | 55 years | 28 years | - |
| Gain YTD | 7.958 | 6.423 | 124% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.33B | 1.82T | 1% |
| Annual Yield % from dividends | 0.44 | 1.22 | 36% |
| Returns for 1 year | 5.41 | 13.90 | 39% |
| Returns for 3 years | 34.79 | 62.12 | 56% |
| Returns for 5 years | 54.44 | 95.64 | 57% |
| Returns for 10 years | 91.90 | 198.64 | 46% |
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