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SHAPX vs VTSMX
SHAPX vs VTSMX Comparison
Open Charts SHAPX vs VTSMX
ClearBridge Appreciation A
Price$39.79
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets9.66B
Vanguard Total Stock Mkt Idx I
Price$163.76
Change+$0.68 (+0.42%)
VolumeN/A
Net Assets2.05T
SHAPX vs VTSMX Comparison Chart in %
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SHAPX vs. VTSMX commentary
Dec 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. SHAPX (9.66B). VTSMX pays higher dividends than SHAPX: VTSMX (1.02) 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 : 12.11 vs. SHAPX (2.85). VTSMX return over 5 years is better than : 76.45 vs. SHAPX (43.04).
| 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 | 14.735 | 16.213 | 91% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.66B | 2.05T | 0% |
| Annual Yield % from dividends | 0.41 | 1.02 | 40% |
| Returns for 1 year | 2.85 | 12.11 | 24% |
| Returns for 3 years | 32.65 | 65.43 | 50% |
| Returns for 5 years | 43.04 | 76.45 | 56% |
| Returns for 10 years | 99.14 | 225.03 | 44% |
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