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SPFIX vs VSMPX
SPFIX vs VSMPX Comparison
Open Charts SPFIX vs VSMPX
Shelton S&P 500 Index Investor
Price$78.69
Change+$0.25 (+0.32%)
VolumeN/A
Net Assets292.3M
Vanguard Total Stock Mkt Idx Instl Pls
Price$280.66
Change+$1.08 (+0.39%)
VolumeN/A
Net Assets1.91T
SPFIX vs VSMPX Comparison Chart in %
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SPFIX vs. VSMPX commentary
Jul 17, 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. SPFIX (292M). VSMPX pays higher dividends than SPFIX: VSMPX (1.22) vs SPFIX (0.85). SPFIX was incepted earlier than VSMPX: SPFIX (33 years) vs VSMPX (10 years). SPFIX (0.43) is less costly to investors than VSMPX (0.02). SPFIX is a more actively managed with annual turnover of: 7.00 vs. VSMPX (2.00). 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 : 9.81 vs. SPFIX (-1.41). VSMPX return over 5 years is better than : 88.45 vs. SPFIX (45.38).
| SPFIX | VSMPX | SPFIX / VSMPX | |
| Total Expense Ratio | 0.43 | 0.02 | 2,150% |
| Annual Report Gross Expense Ratio | 0.43 | 0.02 | 2,150% |
| Fund Existence | 33 years | 10 years | - |
| Gain YTD | 6.655 | 5.719 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 292M | 1.91T | 0% |
| Annual Yield % from dividends | 0.85 | 1.22 | 70% |
| Returns for 1 year | -1.41 | 9.81 | -14% |
| Returns for 3 years | 33.46 | 59.49 | 56% |
| Returns for 5 years | 45.38 | 88.45 | 51% |
| Returns for 10 years | 105.73 | 180.22 | 59% |
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