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SHAPX vs VTSMX
SHAPX vs VTSMX Comparison
Open Charts SHAPX vs VTSMX
ClearBridge Appreciation A
Price$37.44
Change+$0.34 (+0.92%)
VolumeN/A
Net Assets9.33B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
SHAPX vs VTSMX Comparison Chart in %
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SHAPX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. SHAPX (9.33B). 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 : 13.89 vs. SHAPX (5.41). VTSMX return over 5 years is better than : 95.59 vs. SHAPX (54.44).
| SHAPX | VTSMX | SHAPX / VTSMX | |
| Total Expense Ratio | 0.91 | 0.14 | 650% |
| Annual Report Gross Expense Ratio | 0.91 | 0.14 | 650% |
| Fund Existence | 55 years | 33 years | - |
| Gain YTD | 7.958 | 6.421 | 124% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.33B | 1.82T | 1% |
| Annual Yield % from dividends | 0.44 | 1.12 | 39% |
| Returns for 1 year | 5.41 | 13.89 | 39% |
| Returns for 3 years | 34.79 | 62.08 | 56% |
| Returns for 5 years | 54.44 | 95.59 | 57% |
| Returns for 10 years | 91.90 | 198.05 | 46% |
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