Ad is loading...
SPFIX vs VSMPX
SPFIX vs VSMPX Comparison
Open Charts SPFIX vs VSMPX
Shelton S&P 500 Index Investor
Price$81.00
Change-$0.16 (-0.20%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$257.59
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
SPFIX vs VSMPX Comparison Chart
Loading...
SPFIX vs. VSMPX commentary
Sep 21, 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 Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. SPFIX (284M). VSMPX pays higher dividends than SPFIX: VSMPX (1.36) vs SPFIX (0.99). SPFIX was incepted earlier than VSMPX: SPFIX (32 years) vs VSMPX (9 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 : 25.90 vs. SPFIX (18.95). VSMPX return over 5 years is better than : 83.02 vs. SPFIX (48.45).
| SPFIX | VSMPX | SPFIX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 9 years | - |
| Gain YTD | 18.597 | 16.929 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 284M | 1.72T | 0% |
| Annual Yield % from dividends | 0.99 | 1.36 | 73% |
| Returns for 1 year | 18.95 | 25.90 | 73% |
| Returns for 3 years | 13.02 | 21.36 | 61% |
| Returns for 5 years | 48.45 | 83.02 | 58% |
| Returns for 10 years | 119.74 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...