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SPFIX vs VFFSX
SPFIX vs VFFSX Comparison
Open Charts SPFIX vs VFFSX
Shelton S&P 500 Index Investor
Price$68.56
Change+$5.95 (+9.50%)
VolumeN/A
Net Assets237.72M
Vanguard 500 Index Institutional Select
Price$266.98
Change+$23.20 (+9.52%)
VolumeN/A
Net Assets1.32T
SPFIX vs VFFSX Comparison Chart
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SPFIX vs. VFFSX commentary
Apr 11, 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: 1.32T vs. SPFIX (238M). VFFSX pays higher dividends than SPFIX: VFFSX (1.36) vs SPFIX (0.93). 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 : -4.32 vs. SPFIX (-14.43). VFFSX return over 5 years is better than : 78.75 vs. SPFIX (34.37).
| 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 | -15.065 | -15.269 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238M | 1.32T | 0% |
| Annual Yield % from dividends | 0.93 | 1.36 | 69% |
| Returns for 1 year | -14.43 | -4.32 | 334% |
| Returns for 3 years | -8.19 | 11.14 | -74% |
| Returns for 5 years | 34.37 | 78.75 | 44% |
| Returns for 10 years | 65.80 | N/A | - |
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