Ad is loading...
Ad is loading...
SPFIX vs VSMPX
SPFIX vs VSMPX Comparison
Open Charts SPFIX vs VSMPX
Shelton S&P 500 Index Investor
Price$83.29
Change-$1.11 (-1.32%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$265.08
Change-$3.50 (-1.30%)
VolumeN/A
CapitalizationN/A
SPFIX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SPFIX vs. VSMPX 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 VSMPX is a StrongSell.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.73T vs. SPFIX (291M). VSMPX pays higher dividends than SPFIX: VSMPX (1.36) vs SPFIX (0.99). SPFIX was incepted earlier than VSMPX: SPFIX (33 years) vs VSMPX (10 years). VSMPX is a more actively managed with annual turnover of: 2.00 vs. SPFIX (1.00). SPFIX has a lower initial minimum investment than VSMPX: SPFIX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 30.55 vs. SPFIX (22.39). VSMPX return over 5 years is better than : 83.80 vs. SPFIX (48.47).
| SPFIX | VSMPX | SPFIX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 10 years | - |
| Gain YTD | 24.074 | 22.437 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 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 | 30.55 | 73% |
| Returns for 3 years | 11.35 | 19.95 | 57% |
| Returns for 5 years | 48.47 | 83.80 | 58% |
| Returns for 10 years | 124.56 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers