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SPFIX vs VSMPX
SPFIX vs VSMPX Comparison
Open Charts SPFIX vs VSMPX
Shelton S&P 500 Index Investor
Price$75.51
Change+$0.77 (+1.03%)
VolumeN/A
Net Assets279.3M
Vanguard Total Stock Mkt Idx Instl Pls
Price$269.55
Change+$2.84 (+1.06%)
VolumeN/A
Net Assets1.82T
SPFIX vs VSMPX Comparison Chart
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SPFIX vs. VSMPX commentary
Jun 07, 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: 1.82T vs. SPFIX (279M). VSMPX pays higher dividends than SPFIX: VSMPX (1.29) vs SPFIX (0.89). 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 : 10.97 vs. SPFIX (-0.68). VSMPX return over 5 years is better than : 81.02 vs. SPFIX (39.67).
| 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 | 1.390 | 0.837 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279M | 1.82T | 0% |
| Annual Yield % from dividends | 0.89 | 1.29 | 69% |
| Returns for 1 year | -0.68 | 10.97 | -6% |
| Returns for 3 years | 18.03 | 40.40 | 45% |
| Returns for 5 years | 39.67 | 81.02 | 49% |
| Returns for 10 years | 99.34 | 171.64 | 58% |
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