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SPFIX vs VITSX
SPFIX vs VITSX Comparison
Open Charts SPFIX vs VITSX
Shelton S&P 500 Index Investor
Price$83.29
Change-$1.11 (-1.32%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Market Idx I
Price$141.31
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
SPFIX vs VITSX Comparison Chart
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SPFIX vs. VITSX commentary
Nov 18, 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 StrongSell and VITSX is a StrongSell.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.73T vs. SPFIX (291M). VITSX pays higher dividends than SPFIX: VITSX (1.36) vs SPFIX (0.99). SPFIX was incepted earlier than VITSX: SPFIX (33 years) vs VITSX (27 years). VITSX is a more actively managed with annual turnover of: 2.00 vs. SPFIX (1.00). SPFIX has a lower initial minimum investment than VITSX: SPFIX (1000) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 30.53 vs. SPFIX (22.39). VITSX return over 5 years is better than : 83.73 vs. SPFIX (48.47).
| SPFIX | VITSX | SPFIX / VITSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 27 years | - |
| Gain YTD | 24.074 | 22.419 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 291M | 1.73T | 0% |
| Annual Yield % from dividends | 0.99 | 1.36 | 73% |
| Returns for 1 year | 22.39 | 30.53 | 73% |
| Returns for 3 years | 11.35 | 19.92 | 57% |
| Returns for 5 years | 48.47 | 83.73 | 58% |
| Returns for 10 years | 124.56 | 186.74 | 67% |