Interact to see
Advertisement
Advertisement
SHAPX vs VTSAX
SHAPX vs VTSAX Comparison
Open Charts SHAPX vs VTSAX
ClearBridge Appreciation A
Price$39.26
Change-$0.62 (-1.55%)
VolumeN/A
Net Assets9.75B
Vanguard Total Stock Mkt Idx Adm
Price$160.60
Change-$2.86 (-1.75%)
VolumeN/A
Net Assets2.05T
SHAPX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SHAPX vs. VTSAX commentary
Nov 14, 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 Buy and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.05T vs. SHAPX (9.75B). VTSAX pays higher dividends than SHAPX: VTSAX (1.11) vs SHAPX (0.41). SHAPX was incepted earlier than VTSAX: SHAPX (56 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 : 11.52 vs. SHAPX (2.81). VTSAX return over 5 years is better than : 80.80 vs. SHAPX (39.91).
| 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 | 56 years | 25 years | - |
| Gain YTD | 13.206 | 13.952 | 95% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.75B | 2.05T | 0% |
| Annual Yield % from dividends | 0.41 | 1.11 | 37% |
| Returns for 1 year | 2.81 | 11.52 | 24% |
| Returns for 3 years | 35.87 | 66.89 | 54% |
| Returns for 5 years | 39.91 | 80.80 | 49% |
| Returns for 10 years | 100.26 | 225.71 | 44% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement