SHAPX
Price
$37.98
Change
+$0.08 (+0.21%)
Updated
Jul 25 closing price
Net Assets
9.43B
VSMPX
Price
$286.40
Change
+$1.25 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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SHAPX vs VSMPX

Header iconSHAPX vs VSMPX Comparison
Open Charts SHAPX vs VSMPXBanner chart's image
ClearBridge Appreciation A
Price$37.98
Change+$0.08 (+0.21%)
VolumeN/A
Net Assets9.43B
Vanguard Total Stock Mkt Idx Instl Pls
Price$286.40
Change+$1.25 (+0.44%)
VolumeN/A
Net Assets1.91T
SHAPX vs VSMPX Comparison Chart in %
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VS
SHAPX vs. VSMPX commentary
Jul 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 VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. SHAPX (9.44B). VSMPX pays higher dividends than SHAPX: VSMPX (1.22) vs SHAPX (0.44). SHAPX was incepted earlier than VSMPX: SHAPX (55 years) vs VSMPX (10 years). SHAPX (0.91) is less costly to investors than VSMPX (0.02). SHAPX is a more actively managed with annual turnover of: 17.00 vs. VSMPX (2.00). SHAPX has a lower initial minimum investment than VSMPX: SHAPX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 17.76 vs. SHAPX (9.19). VSMPX return over 5 years is better than : 93.61 vs. SHAPX (52.17).
SHAPXVSMPXSHAPX / VSMPX
Total Expense Ratio0.910.024,550%
Annual Report Gross Expense Ratio0.910.024,550%
Fund Existence55 years10 years-
Gain YTD9.5168.298115%
Front Load6%N/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets9.44B1.91T0%
Annual Yield % from dividends0.441.2236%
Returns for 1 year9.1917.7652%
Returns for 3 years34.7360.6757%
Returns for 5 years52.1793.6156%
Returns for 10 years91.80192.0948%
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