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FXAIX vs SPFIX
FXAIX vs SPFIX Comparison
Open Charts FXAIX vs SPFIX
Shelton S&P 500 Index Investor
Price$84.84
Change+$0.49 (+0.58%)
VolumeN/A
Net Assets311.09M
FXAIX vs SPFIX Comparison Chart in %
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FXAIX vs. SPFIX commentary
Oct 09, 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 FXAIX is a Buy and SPFIX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 723B vs. SPFIX (311M). FXAIX pays higher dividends than SPFIX: FXAIX (1.12) vs SPFIX (0.78). FXAIX was incepted earlier than SPFIX: FXAIX (14 years) vs SPFIX (33 years). SPFIX (0.43) is less costly to investors than FXAIX (0.01). SPFIX is a more actively managed with annual turnover of: 7.00 vs. FXAIX (2.00). 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 : 18.25 vs. SPFIX (4.47). FXAIX return over 5 years is better than : 107.85 vs. SPFIX (44.91).
| FXAIX | SPFIX | FXAIX / SPFIX | |
| Total Expense Ratio | 0.01 | 0.43 | 3% |
| Annual Report Gross Expense Ratio | 0.01 | 0.43 | 3% |
| Fund Existence | 14 years | 33 years | - |
| Gain YTD | 15.271 | 14.926 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 723B | 311M | 232,476% |
| Annual Yield % from dividends | 1.12 | 0.78 | 144% |
| Returns for 1 year | 18.25 | 4.47 | 408% |
| Returns for 3 years | 92.74 | 52.13 | 178% |
| Returns for 5 years | 107.85 | 44.91 | 240% |
| Returns for 10 years | 267.08 | 134.07 | 199% |
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