SHAPX
Price
$37.44
Change
+$0.34 (+0.92%)
Updated
Jul 3 closing price
Net Assets
9.33B
VSMPX
Price
$281.45
Change
+$2.40 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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SHAPX vs VSMPX

Header iconSHAPX vs VSMPX Comparison
Open Charts SHAPX vs VSMPXBanner chart's image
ClearBridge Appreciation A
Price$37.44
Change+$0.34 (+0.92%)
VolumeN/A
Net Assets9.33B
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
SHAPX vs VSMPX Comparison Chart in %
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VS
SHAPX vs. VSMPX 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 VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. SHAPX (9.33B). 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 : 13.90 vs. SHAPX (5.41). VSMPX return over 5 years is better than : 95.69 vs. SHAPX (54.44).
SHAPXVSMPXSHAPX / VSMPX
Total Expense Ratio0.910.024,550%
Annual Report Gross Expense Ratio0.910.024,550%
Fund Existence55 years10 years-
Gain YTD7.9586.426124%
Front Load6%N/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets9.33B1.82T1%
Annual Yield % from dividends0.441.2236%
Returns for 1 year5.4113.9039%
Returns for 3 years34.7962.1756%
Returns for 5 years54.4495.6957%
Returns for 10 years91.90189.2149%
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