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SPFIX vs VFFSX
SPFIX vs VFFSX Comparison
Open Charts SPFIX vs VFFSX
Shelton S&P 500 Index Investor
Price$78.69
Change+$0.25 (+0.32%)
VolumeN/A
Net Assets292.3M
Vanguard 500 Index Institutional Select
Price$306.59
Change+$0.97 (+0.32%)
VolumeN/A
Net Assets1.49T
SPFIX vs VFFSX Comparison Chart in %
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SPFIX vs. VFFSX commentary
Jul 17, 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 SPFIX is a Buy and VFFSX is a Buy.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.49T vs. SPFIX (292M). VFFSX pays higher dividends than SPFIX: VFFSX (1.23) vs SPFIX (0.85). SPFIX was incepted earlier than VFFSX: SPFIX (33 years) vs VFFSX (9 years). SPFIX (0.43) is less costly to investors than VFFSX (0.01). SPFIX is a more actively managed with annual turnover of: 7.00 vs. VFFSX (2.00). SPFIX has a lower initial minimum investment than VFFSX: SPFIX (1000) vs VFFSX (5000000000). VFFSX annual gain was more profitable for investors over the last year : 10.26 vs. SPFIX (-1.41). VFFSX return over 5 years is better than : 93.91 vs. SPFIX (45.38).
| SPFIX | VFFSX | SPFIX / VFFSX | |
| Total Expense Ratio | 0.43 | 0.01 | 4,300% |
| Annual Report Gross Expense Ratio | 0.43 | 0.01 | 4,300% |
| Fund Existence | 33 years | 9 years | - |
| Gain YTD | 6.655 | 6.234 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 292M | 1.49T | 0% |
| Annual Yield % from dividends | 0.85 | 1.23 | 70% |
| Returns for 1 year | -1.41 | 10.26 | -14% |
| Returns for 3 years | 33.46 | 61.85 | 54% |
| Returns for 5 years | 45.38 | 93.91 | 48% |
| Returns for 10 years | 105.73 | N/A | - |