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FXAIX vs SPFIX
FXAIX vs SPFIX Comparison
Open Charts FXAIX vs SPFIX
Shelton S&P 500 Index Investor
Price$70.43
Change+$0.44 (+0.63%)
VolumeN/A
Net Assets263.23M
FXAIX vs SPFIX Comparison Chart
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FXAIX vs. SPFIX commentary
May 03, 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: 594B vs. SPFIX (263M). FXAIX pays higher dividends than SPFIX: FXAIX (1.34) vs SPFIX (0.94). 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 : 12.45 vs. SPFIX (-0.70). FXAIX return over 5 years is better than : 112.33 vs. SPFIX (47.99).
| 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 | -4.943 | -5.053 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 594B | 263M | 225,856% |
| Annual Yield % from dividends | 1.34 | 0.94 | 143% |
| Returns for 1 year | 12.45 | -0.70 | -1,784% |
| Returns for 3 years | 40.29 | 10.83 | 372% |
| Returns for 5 years | 112.33 | 47.99 | 234% |
| Returns for 10 years | 188.20 | 84.13 | 224% |
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