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FXAIX vs SPFIX
FXAIX vs SPFIX Comparison
Open Charts FXAIX vs SPFIX
Shelton S&P 500 Index Investor
Price$75.38
Change+$0.75 (+1.00%)
VolumeN/A
Net Assets291.52M
FXAIX vs SPFIX Comparison Chart
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FXAIX vs. SPFIX commentary
Jan 19, 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 Hold and SPFIX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 619B vs. SPFIX (292M). 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 : 27.15 vs. SPFIX (12.28). FXAIX return over 5 years is better than : 94.81 vs. SPFIX (35.66).
| 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 | 2.013 | 2.003 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619B | 292M | 211,986% |
| Annual Yield % from dividends | 1.31 | 0.99 | 132% |
| Returns for 1 year | 27.15 | 12.28 | 221% |
| Returns for 3 years | 37.22 | 8.37 | 445% |
| Returns for 5 years | 94.81 | 35.66 | 266% |
| Returns for 10 years | 222.48 | 106.98 | 208% |
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