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SPFIX vs VFIAX
SPFIX vs VFIAX Comparison
Open Charts SPFIX vs VFIAX
Shelton S&P 500 Index Investor
Price$75.38
Change+$0.75 (+1.00%)
VolumeN/A
Net Assets291.52M
Vanguard 500 Index Admiral
Price$553.67
Change+$5.49 (+1.00%)
VolumeN/A
Net Assets1.35T
SPFIX vs VFIAX Comparison Chart
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SPFIX vs. VFIAX commentary
Jan 19, 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 Hold and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.35T vs. SPFIX (292M). VFIAX pays higher dividends than SPFIX: VFIAX (1.32) vs SPFIX (0.99). SPFIX was incepted earlier than VFIAX: SPFIX (33 years) vs VFIAX (24 years). VFIAX is a more actively managed with annual turnover of: 2.00 vs. SPFIX (1.00). 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 : 25.54 vs. SPFIX (12.28). VFIAX return over 5 years is better than : 80.23 vs. SPFIX (35.66).
| SPFIX | VFIAX | SPFIX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 24 years | - |
| Gain YTD | 2.003 | 2.010 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 292M | 1.35T | 0% |
| Annual Yield % from dividends | 0.99 | 1.32 | 75% |
| Returns for 1 year | 12.28 | 25.54 | 48% |
| Returns for 3 years | 8.37 | 31.13 | 27% |
| Returns for 5 years | 35.66 | 80.23 | 44% |
| Returns for 10 years | 106.98 | 196.98 | 54% |