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SHAPX vs VTSMX
SHAPX vs VTSMX Comparison
Open Charts SHAPX vs VTSMX
ClearBridge Appreciation A
Price$35.78
Change-$0.37 (-1.02%)
VolumeN/A
Net Assets8.94B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
SHAPX vs VTSMX Comparison Chart
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SHAPX vs. VTSMX commentary
Jun 16, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. SHAPX (8.94B). VTSMX pays higher dividends than SHAPX: VTSMX (1.18) vs SHAPX (0.45). 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 : 10.06 vs. SHAPX (2.43). VTSMX return over 5 years is better than : 91.36 vs. SHAPX (51.78).
| 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 | 3.172 | 1.349 | 235% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.94B | 1.82T | 0% |
| Annual Yield % from dividends | 0.45 | 1.18 | 38% |
| Returns for 1 year | 2.43 | 10.06 | 24% |
| Returns for 3 years | 32.41 | 57.59 | 56% |
| Returns for 5 years | 51.78 | 91.36 | 57% |
| Returns for 10 years | 81.72 | 178.92 | 46% |
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