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SPFIX vs VFIAX
SPFIX vs VFIAX Comparison
Open Charts SPFIX vs VFIAX
Shelton S&P 500 Index Investor
Price$76.22
Change-$0.29 (-0.38%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$543.40
Change-$16.50 (-2.95%)
VolumeN/A
CapitalizationN/A
SPFIX vs VFIAX Comparison Chart
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SPFIX vs. VFIAX commentary
Dec 19, 2024
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 StrongBuy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. SPFIX (296M). 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 : 27.64 vs. SPFIX (14.27). VFIAX return over 5 years is better than : 88.64 vs. SPFIX (42.17).
| 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 | 13.542 | 27.303 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 296M | 1.37T | 0% |
| Annual Yield % from dividends | 0.99 | 1.32 | 75% |
| Returns for 1 year | 14.27 | 27.64 | 52% |
| Returns for 3 years | 8.34 | 30.99 | 27% |
| Returns for 5 years | 42.17 | 88.64 | 48% |
| Returns for 10 years | 104.03 | 193.66 | 54% |
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