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FXAIX vs SPFIX
FXAIX vs SPFIX Comparison
Open Charts FXAIX vs SPFIX
Shelton S&P 500 Index Investor
Price$75.24
Change-$0.85 (-1.12%)
VolumeN/A
Net Assets280.6M
FXAIX vs SPFIX Comparison Chart
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FXAIX vs. SPFIX commentary
Jun 15, 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: 634B vs. SPFIX (281M). FXAIX pays higher dividends than SPFIX: FXAIX (1.26) vs SPFIX (0.89). 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 : 11.47 vs. SPFIX (-1.52). FXAIX return over 5 years is better than : 111.88 vs. SPFIX (47.63).
| 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 | 2.225 | 2.069 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 634B | 281M | 225,623% |
| Annual Yield % from dividends | 1.26 | 0.89 | 142% |
| Returns for 1 year | 11.47 | -1.52 | -753% |
| Returns for 3 years | 67.38 | 32.26 | 209% |
| Returns for 5 years | 111.88 | 47.63 | 235% |
| Returns for 10 years | 211.56 | 99.01 | 214% |
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