SHAPX
Price
$37.98
Change
+$0.08 (+0.21%)
Updated
Jul 25 closing price
Net Assets
9.43B
VTSAX
Price
$152.65
Change
+$0.67 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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SHAPX vs VTSAX

Header iconSHAPX vs VTSAX Comparison
Open Charts SHAPX vs VTSAXBanner chart's image
ClearBridge Appreciation A
Price$37.98
Change+$0.08 (+0.21%)
VolumeN/A
Net Assets9.43B
Vanguard Total Stock Mkt Idx Adm
Price$152.65
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
SHAPX vs VTSAX Comparison Chart in %
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SHAPX vs. VTSAX 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 VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. SHAPX (9.44B). VTSAX pays higher dividends than SHAPX: VTSAX (1.21) vs SHAPX (0.44). SHAPX was incepted earlier than VTSAX: SHAPX (55 years) vs VTSAX (25 years). SHAPX (0.91) is less costly to investors than VTSAX (0.04). SHAPX is a more actively managed with annual turnover of: 17.00 vs. VTSAX (2.00). SHAPX has a lower initial minimum investment than VTSAX: SHAPX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 17.75 vs. SHAPX (9.19). VTSAX return over 5 years is better than : 93.55 vs. SHAPX (52.17).
SHAPXVTSAXSHAPX / VTSAX
Total Expense Ratio0.910.042,275%
Annual Report Gross Expense Ratio0.910.042,275%
Fund Existence55 years25 years-
Gain YTD9.5168.289115%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets9.44B1.91T0%
Annual Yield % from dividends0.441.2136%
Returns for 1 year9.1917.7552%
Returns for 3 years34.7360.6357%
Returns for 5 years52.1793.5556%
Returns for 10 years91.80201.6446%
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