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SPFIX vs VSTSX
SPFIX vs VSTSX Comparison
Open Charts SPFIX vs VSTSX
Shelton S&P 500 Index Investor
Price$80.30
Change+$0.65 (+0.82%)
VolumeN/A
Net Assets298.02M
Vanguard Total Stock Mkt Idx Instl Sel
Price$300.02
Change+$1.99 (+0.67%)
VolumeN/A
Net Assets1.91T
SPFIX vs VSTSX Comparison Chart in %
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SPFIX vs. VSTSX commentary
Aug 10, 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 StrongBuy and VSTSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.91T vs. SPFIX (298M). VSTSX pays higher dividends than SPFIX: VSTSX (1.20) vs SPFIX (0.84). SPFIX was incepted earlier than VSTSX: SPFIX (33 years) vs VSTSX (9 years). SPFIX (0.43) is less costly to investors than VSTSX (0.01). SPFIX is a more actively managed with annual turnover of: 7.00 vs. VSTSX (2.00). SPFIX has a lower initial minimum investment than VSTSX: SPFIX (1000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 19.70 vs. SPFIX (7.50). VSTSX return over 5 years is better than : 85.11 vs. SPFIX (43.12).
| SPFIX | VSTSX | SPFIX / VSTSX | |
| Total Expense Ratio | 0.43 | 0.01 | 4,300% |
| Annual Report Gross Expense Ratio | 0.43 | 0.01 | 4,300% |
| Fund Existence | 33 years | 9 years | - |
| Gain YTD | 9.184 | 8.088 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 298M | 1.91T | 0% |
| Annual Yield % from dividends | 0.84 | 1.20 | 70% |
| Returns for 1 year | 7.50 | 19.70 | 38% |
| Returns for 3 years | 27.98 | 52.05 | 54% |
| Returns for 5 years | 43.12 | 85.11 | 51% |
| Returns for 10 years | 114.61 | N/A | - |
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