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FXAIX vs SPFIX
FXAIX vs SPFIX Comparison
Open Charts FXAIX vs SPFIX
Shelton S&P 500 Index Investor
Price$78.20
Change-$0.05 (-0.06%)
VolumeN/A
Net Assets291.39M
FXAIX vs SPFIX Comparison Chart in %
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FXAIX vs. SPFIX commentary
Jul 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: 666B vs. SPFIX (291M). FXAIX pays higher dividends than SPFIX: FXAIX (1.20) vs SPFIX (0.85). 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 : 14.28 vs. SPFIX (0.95). FXAIX return over 5 years is better than : 113.53 vs. SPFIX (48.77).
| 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 | 7.467 | 7.253 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 666B | 291M | 228,866% |
| Annual Yield % from dividends | 1.20 | 0.85 | 140% |
| Returns for 1 year | 14.28 | 0.95 | 1,498% |
| Returns for 3 years | 68.40 | 32.98 | 207% |
| Returns for 5 years | 113.53 | 48.77 | 233% |
| Returns for 10 years | 232.16 | 111.82 | 208% |
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