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SHAPX vs VTSAX
SHAPX vs VTSAX Comparison
Open Charts SHAPX vs VTSAX
ClearBridge Appreciation A
Price$38.05
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets9.47B
Vanguard Total Stock Mkt Idx Adm
Price$153.16
Change-$0.93 (-0.60%)
VolumeN/A
Net Assets1.91T
SHAPX vs VTSAX Comparison Chart in %
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SHAPX vs. VTSAX commentary
Aug 20, 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.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. SHAPX (9.48B). VTSAX pays higher dividends than SHAPX: VTSAX (1.18) vs SHAPX (0.43). 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 : 14.19 vs. SHAPX (5.88). VTSAX return over 5 years is better than : 83.89 vs. SHAPX (44.75).
| SHAPX | VTSAX | SHAPX / VTSAX | |
| Total Expense Ratio | 0.91 | 0.04 | 2,275% |
| Annual Report Gross Expense Ratio | 0.91 | 0.04 | 2,275% |
| Fund Existence | 55 years | 25 years | - |
| Gain YTD | 9.717 | 8.651 | 112% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.48B | 1.91T | 0% |
| Annual Yield % from dividends | 0.43 | 1.18 | 36% |
| Returns for 1 year | 5.88 | 14.19 | 41% |
| Returns for 3 years | 25.78 | 49.01 | 53% |
| Returns for 5 years | 44.75 | 83.89 | 53% |
| Returns for 10 years | 104.07 | 220.24 | 47% |
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