SHAPX
Price
$37.44
Change
+$0.34 (+0.92%)
Updated
Jul 3 closing price
Net Assets
9.33B
VTSMX
Price
$149.99
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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SHAPX vs VTSMX

Header iconSHAPX vs VTSMX Comparison
Open Charts SHAPX vs VTSMXBanner chart's image
ClearBridge Appreciation A
Price$37.44
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.

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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).
SHAPXVTSMXSHAPX / VTSMX
Total Expense Ratio0.910.14650%
Annual Report Gross Expense Ratio0.910.14650%
Fund Existence55 years33 years-
Gain YTD7.9586.421124%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets9.33B1.82T1%
Annual Yield % from dividends0.441.1239%
Returns for 1 year5.4113.8939%
Returns for 3 years34.7962.0856%
Returns for 5 years54.4495.5957%
Returns for 10 years91.90198.0546%
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