SHAPX
Price
$37.98
Change
+$0.08 (+0.21%)
Updated
Jul 25 closing price
Net Assets
9.43B
VTSMX
Price
$152.62
Change
+$0.67 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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SHAPX vs VTSMX

Header iconSHAPX vs VTSMX Comparison
Open Charts SHAPX vs VTSMXBanner chart's image
ClearBridge Appreciation A
Price$37.98
Change+$0.08 (+0.21%)
VolumeN/A
Net Assets9.43B
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
SHAPX vs VTSMX Comparison Chart in %
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SHAPX vs. VTSMX 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. SHAPX (9.44B). VTSMX pays higher dividends than SHAPX: VTSMX (1.12) vs SHAPX (0.44). SHAPX was incepted earlier than VTSMX: SHAPX (55 years) vs VTSMX (33 years). SHAPX (0.91) is less costly to investors than VTSMX (0.14). SHAPX is a more actively managed with annual turnover of: 17.00 vs. VTSMX (2.00). SHAPX has a lower initial minimum investment than VTSMX: SHAPX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 17.75 vs. SHAPX (9.19). VTSMX return over 5 years is better than : 93.51 vs. SHAPX (52.17).
SHAPXVTSMXSHAPX / VTSMX
Total Expense Ratio0.910.14650%
Annual Report Gross Expense Ratio0.910.14650%
Fund Existence55 years33 years-
Gain YTD9.5168.287115%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets9.44B1.91T0%
Annual Yield % from dividends0.441.1239%
Returns for 1 year9.1917.7552%
Returns for 3 years34.7360.6057%
Returns for 5 years52.1793.5156%
Returns for 10 years91.80200.9746%
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