Ad is loading...
SPFIX vs VFIAX
SPFIX vs VFIAX Comparison
Open Charts SPFIX vs VFIAX
Shelton S&P 500 Index Investor
Price$68.56
Change+$5.95 (+9.50%)
VolumeN/A
Net Assets237.72M
Vanguard 500 Index Admiral
Price$503.56
Change+$43.76 (+9.52%)
VolumeN/A
Net Assets1.32T
SPFIX vs VFIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SPFIX vs. VFIAX 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 VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.32T vs. SPFIX (238M). VFIAX pays higher dividends than SPFIX: VFIAX (1.35) vs SPFIX (0.93). SPFIX was incepted earlier than VFIAX: SPFIX (33 years) vs VFIAX (24 years). SPFIX (0.43) is less costly to investors than VFIAX (0.04). SPFIX is a more actively managed with annual turnover of: 7.00 vs. VFIAX (2.00). SPFIX has a lower initial minimum investment than VFIAX: SPFIX (1000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : -4.34 vs. SPFIX (-14.43). VFIAX return over 5 years is better than : 78.64 vs. SPFIX (34.37).
| SPFIX | VFIAX | SPFIX / VFIAX | |
| Total Expense Ratio | 0.43 | 0.04 | 1,075% |
| Annual Report Gross Expense Ratio | 0.43 | 0.04 | 1,075% |
| Fund Existence | 33 years | 24 years | - |
| Gain YTD | -15.065 | -15.273 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238M | 1.32T | 0% |
| Annual Yield % from dividends | 0.93 | 1.35 | 69% |
| Returns for 1 year | -14.43 | -4.34 | 333% |
| Returns for 3 years | -8.19 | 11.08 | -74% |
| Returns for 5 years | 34.37 | 78.64 | 44% |
| Returns for 10 years | 65.80 | 137.38 | 48% |
View a ticker or compare two or three
VS
VS
Ad is loading...