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SPFIX vs VFIAX
SPFIX vs VFIAX Comparison
Open Charts SPFIX vs VFIAX
Shelton S&P 500 Index Investor
Price$75.64
Change-$1.31 (-1.70%)
VolumeN/A
Net Assets292.27M
Vanguard 500 Index Admiral
Price$555.86
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
SPFIX vs VFIAX Comparison Chart
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SPFIX vs. VFIAX commentary
Feb 23, 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 StrongBuy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T 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 : 18.28 vs. SPFIX (5.77). VFIAX return over 5 years is better than : 80.17 vs. SPFIX (35.60).
| 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 | 2.355 | 2.414 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 292M | 1.41T | 0% |
| Annual Yield % from dividends | 0.99 | 1.32 | 75% |
| Returns for 1 year | 5.77 | 18.28 | 32% |
| Returns for 3 years | 15.49 | 39.78 | 39% |
| Returns for 5 years | 35.60 | 80.17 | 44% |
| Returns for 10 years | 97.98 | 184.37 | 53% |
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