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SPFIX vs VFINX
SPFIX vs VFINX Comparison
Open Charts SPFIX vs VFINX
Shelton S&P 500 Index Investor
Price$68.56
Change+$5.95 (+9.50%)
VolumeN/A
Net Assets237.72M
Vanguard 500 Index Investor
Price$503.65
Change+$43.77 (+9.52%)
VolumeN/A
Net Assets1.32T
SPFIX vs VFINX Comparison Chart
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SPFIX vs. VFINX 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.32T vs. SPFIX (238M). VFINX pays higher dividends than SPFIX: VFINX (1.24) vs SPFIX (0.93). SPFIX was incepted earlier than VFINX: SPFIX (33 years) vs VFINX (49 years). SPFIX (0.43) is less costly to investors than VFINX (0.14). SPFIX is a more actively managed with annual turnover of: 7.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than SPFIX: VFINX (0) vs SPFIX (1000). VFINX annual gain was more profitable for investors over the last year : -4.34 vs. SPFIX (-14.43). VFINX return over 5 years is better than : 78.65 vs. SPFIX (34.37).
| SPFIX | VFINX | SPFIX / VFINX | |
| Total Expense Ratio | 0.43 | 0.14 | 307% |
| Annual Report Gross Expense Ratio | 0.43 | 0.14 | 307% |
| Fund Existence | 33 years | 49 years | - |
| Gain YTD | -15.065 | -15.272 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238M | 1.32T | 0% |
| Annual Yield % from dividends | 0.93 | 1.24 | 75% |
| Returns for 1 year | -14.43 | -4.34 | 333% |
| Returns for 3 years | -8.19 | 11.08 | -74% |
| Returns for 5 years | 34.37 | 78.65 | 44% |
| Returns for 10 years | 65.80 | 137.41 | 48% |
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