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FXAIX vs SPFIX
FXAIX vs SPFIX Comparison
Open Charts FXAIX vs SPFIX
Shelton S&P 500 Index Investor
Price$68.56
Change+$5.95 (+9.50%)
VolumeN/A
Net Assets237.72M
FXAIX vs SPFIX Comparison Chart
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FXAIX vs. SPFIX commentary
Apr 11, 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: 598B vs. SPFIX (238M). FXAIX pays higher dividends than SPFIX: FXAIX (1.30) vs SPFIX (0.93). 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 : -3.10 vs. SPFIX (-14.43). FXAIX return over 5 years is better than : 92.75 vs. SPFIX (34.37).
| 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 | -15.000 | -15.065 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598B | 238M | 251,261% |
| Annual Yield % from dividends | 1.30 | 0.93 | 140% |
| Returns for 1 year | -3.10 | -14.43 | 21% |
| Returns for 3 years | 16.20 | -8.19 | -198% |
| Returns for 5 years | 92.75 | 34.37 | 270% |
| Returns for 10 years | 159.34 | 65.80 | 242% |