Interact to see
Advertisement
Advertisement
SHAPX vs VSTSX
SHAPX vs VSTSX Comparison
Open Charts SHAPX vs VSTSX
ClearBridge Appreciation A
Price$37.44
Change+$0.34 (+0.92%)
VolumeN/A
Net Assets9.33B
Vanguard Total Stock Mkt Idx Instl Sel
Price$295.41
Change+$2.52 (+0.86%)
VolumeN/A
Net Assets1.82T
SHAPX vs VSTSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SHAPX vs. VSTSX 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.82T vs. SHAPX (9.33B). VSTSX pays higher dividends than SHAPX: VSTSX (1.23) vs SHAPX (0.44). SHAPX was incepted earlier than VSTSX: SHAPX (55 years) vs VSTSX (9 years). SHAPX (0.91) is less costly to investors than VSTSX (0.01). SHAPX is a more actively managed with annual turnover of: 17.00 vs. VSTSX (2.00). SHAPX has a lower initial minimum investment than VSTSX: SHAPX (1000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 13.91 vs. SHAPX (5.41). VSTSX return over 5 years is better than : 95.76 vs. SHAPX (54.44).
| SHAPX | VSTSX | SHAPX / VSTSX | |
| Total Expense Ratio | 0.91 | 0.01 | 9,100% |
| Annual Report Gross Expense Ratio | 0.91 | 0.01 | 9,100% |
| Fund Existence | 55 years | 9 years | - |
| Gain YTD | 7.958 | 6.427 | 124% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.33B | 1.82T | 1% |
| Annual Yield % from dividends | 0.44 | 1.23 | 36% |
| Returns for 1 year | 5.41 | 13.91 | 39% |
| Returns for 3 years | 34.79 | 62.21 | 56% |
| Returns for 5 years | 54.44 | 95.76 | 57% |
| Returns for 10 years | 91.90 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers