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SHAPX vs VTSMX
SHAPX vs VTSMX Comparison
Open Charts SHAPX vs VTSMX
ClearBridge Appreciation A
Price$38.94
Change+$0.20 (+0.52%)
VolumeN/A
Net Assets9.62B
Vanguard Total Stock Mkt Idx I
Price$159.19
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
SHAPX vs VTSMX Comparison Chart in %
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SHAPX vs. VTSMX commentary
Sep 29, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. SHAPX (9.62B). VTSMX pays higher dividends than SHAPX: VTSMX (1.07) vs SHAPX (0.42). SHAPX was incepted earlier than VTSMX: SHAPX (56 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 : 15.63 vs. SHAPX (6.21). VTSMX return over 5 years is better than : 96.53 vs. SHAPX (50.97).
| 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 | 33 years | - |
| Gain YTD | 12.284 | 12.949 | 95% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.62B | 1.95T | 0% |
| Annual Yield % from dividends | 0.42 | 1.07 | 40% |
| Returns for 1 year | 6.21 | 15.63 | 40% |
| Returns for 3 years | 47.43 | 80.25 | 59% |
| Returns for 5 years | 50.97 | 96.53 | 53% |
| Returns for 10 years | 117.05 | 249.92 | 47% |
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