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SHAPX vs VTSMX
SHAPX vs VTSMX Comparison
Open Charts SHAPX vs VTSMX
ClearBridge Appreciation A
Price$39.43
Change+$0.37 (+0.95%)
VolumeN/A
Net Assets9.58B
Vanguard Total Stock Mkt Idx I
Price$161.05
Change+$1.80 (+1.13%)
VolumeN/A
Net Assets2.02T
SHAPX vs VTSMX Comparison Chart in %
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SHAPX vs. VTSMX commentary
Oct 21, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. SHAPX (9.58B). VTSMX pays higher dividends than SHAPX: VTSMX (1.04) vs SHAPX (0.41). SHAPX was incepted earlier than VTSMX: SHAPX (56 years) vs VTSMX (34 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 : 13.79 vs. SHAPX (4.60). VTSMX return over 5 years is better than : 84.86 vs. SHAPX (44.23).
| SHAPX | VTSMX | SHAPX / VTSMX | |
| Total Expense Ratio | 0.91 | 0.14 | 650% |
| Annual Report Gross Expense Ratio | 0.91 | 0.14 | 650% |
| Fund Existence | 56 years | 34 years | - |
| Gain YTD | 12.630 | 13.012 | 97% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.58B | 2.02T | 0% |
| Annual Yield % from dividends | 0.41 | 1.04 | 40% |
| Returns for 1 year | 4.60 | 13.79 | 33% |
| Returns for 3 years | 42.89 | 76.02 | 56% |
| Returns for 5 years | 44.23 | 84.86 | 52% |
| Returns for 10 years | 101.75 | 225.10 | 45% |
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