SHAPX
Price
$37.44
Change
+$0.34 (+0.92%)
Updated
Jul 3 closing price
Net Assets
9.33B
VTSAX
Price
$150.01
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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SHAPX vs VTSAX

Header iconSHAPX vs VTSAX Comparison
Open Charts SHAPX vs VTSAXBanner chart's image
ClearBridge Appreciation A
Price$37.44
Change+$0.34 (+0.92%)
VolumeN/A
Net Assets9.33B
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
SHAPX vs VTSAX Comparison Chart in %
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SHAPX vs. VTSAX 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 VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. SHAPX (9.33B). 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 : 13.89 vs. SHAPX (5.41). VTSAX return over 5 years is better than : 95.62 vs. SHAPX (54.44).
SHAPXVTSAXSHAPX / VTSAX
Total Expense Ratio0.910.042,275%
Annual Report Gross Expense Ratio0.910.042,275%
Fund Existence55 years25 years-
Gain YTD7.9586.416124%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets9.33B1.82T1%
Annual Yield % from dividends0.441.2136%
Returns for 1 year5.4113.8939%
Returns for 3 years34.7962.1256%
Returns for 5 years54.4495.6257%
Returns for 10 years91.90198.6946%
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