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FXAIX vs SPFIX
FXAIX vs SPFIX Comparison
Open Charts FXAIX vs SPFIX
Shelton S&P 500 Index Investor
Price$79.64
Change-$0.29 (-0.36%)
VolumeN/A
Net Assets296.28M
FXAIX vs SPFIX Comparison Chart in %
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FXAIX vs. SPFIX commentary
Aug 02, 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: 682B vs. SPFIX (296M). FXAIX pays higher dividends than SPFIX: FXAIX (1.19) vs SPFIX (0.84). 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 : 16.72 vs. SPFIX (3.07). FXAIX return over 5 years is better than : 109.56 vs. SPFIX (46.00).
| 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 | 8.947 | 8.681 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 682B | 296M | 230,405% |
| Annual Yield % from dividends | 1.19 | 0.84 | 142% |
| Returns for 1 year | 16.72 | 3.07 | 545% |
| Returns for 3 years | 61.53 | 27.55 | 223% |
| Returns for 5 years | 109.56 | 46.00 | 238% |
| Returns for 10 years | 233.10 | 112.41 | 207% |
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