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SPFIX vs VSTSX
SPFIX vs VSTSX Comparison
Open Charts SPFIX vs VSTSX
Shelton S&P 500 Index Investor
Price$69.44
Change+$0.51 (+0.74%)
VolumeN/A
Net Assets261.46M
Vanguard Total Stock Mkt Idx Instl Sel
Price$259.56
Change+$1.72 (+0.67%)
VolumeN/A
Net Assets1.7T
SPFIX vs VSTSX Comparison Chart
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SPFIX vs. VSTSX commentary
Apr 28, 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.7T vs. SPFIX (261M). VSTSX pays higher dividends than SPFIX: VSTSX (1.37) vs SPFIX (0.93). 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 : 8.71 vs. SPFIX (-2.06). VSTSX return over 5 years is better than : 92.06 vs. SPFIX (46.53).
| 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 | -5.799 | -6.502 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 261M | 1.7T | 0% |
| Annual Yield % from dividends | 0.93 | 1.37 | 68% |
| Returns for 1 year | -2.06 | 8.71 | -24% |
| Returns for 3 years | 9.44 | 29.81 | 32% |
| Returns for 5 years | 46.53 | 92.06 | 51% |
| Returns for 10 years | 82.68 | N/A | - |
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