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SHAPX vs VTSMX
SHAPX vs VTSMX Comparison
Open Charts SHAPX vs VTSMX
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.
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).
| 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 | 9.516 | 8.287 | 115% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.44B | 1.91T | 0% |
| Annual Yield % from dividends | 0.44 | 1.12 | 39% |
| Returns for 1 year | 9.19 | 17.75 | 52% |
| Returns for 3 years | 34.73 | 60.60 | 57% |
| Returns for 5 years | 52.17 | 93.51 | 56% |
| Returns for 10 years | 91.80 | 200.97 | 46% |
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