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FXAIX vs SPFIX
FXAIX vs SPFIX Comparison
Open Charts FXAIX vs SPFIX
Shelton S&P 500 Index Investor
Price$76.22
Change-$0.29 (-0.38%)
VolumeN/A
CapitalizationN/A
FXAIX vs SPFIX Comparison Chart
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FXAIX vs. SPFIX commentary
Dec 19, 2024
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 FXAIX is a StrongBuy and SPFIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 632B vs. SPFIX (296M). FXAIX pays higher dividends than SPFIX: FXAIX (1.31) vs SPFIX (0.99). FXAIX was incepted earlier than SPFIX: FXAIX (14 years) vs SPFIX (33 years). FXAIX is a more actively managed with annual turnover of: 3.00 vs. SPFIX (1.00). FXAIX has a lower initial minimum investment than SPFIX: FXAIX (0) vs SPFIX (1000). FXAIX annual gain was more profitable for investors over the last year : 29.40 vs. SPFIX (14.27). FXAIX return over 5 years is better than : 104.23 vs. SPFIX (42.17).
| FXAIX | SPFIX | FXAIX / SPFIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 33 years | - |
| Gain YTD | 28.550 | 13.542 | 211% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 632B | 296M | 213,514% |
| Annual Yield % from dividends | 1.31 | 0.99 | 132% |
| Returns for 1 year | 29.40 | 14.27 | 206% |
| Returns for 3 years | 37.14 | 8.34 | 445% |
| Returns for 5 years | 104.23 | 42.17 | 247% |
| Returns for 10 years | 217.91 | 104.03 | 209% |
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