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SPFIX vs VSTSX
SPFIX vs VSTSX Comparison
Open Charts SPFIX vs VSTSX
Shelton S&P 500 Index Investor
Price$83.29
Change-$1.11 (-1.32%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$278.21
Change-$3.68 (-1.31%)
VolumeN/A
CapitalizationN/A
SPFIX vs VSTSX Comparison Chart
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SPFIX vs. VSTSX commentary
Nov 18, 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 StrongSell and VSTSX is a StrongSell.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.73T vs. SPFIX (291M). VSTSX pays higher dividends than SPFIX: VSTSX (1.36) vs SPFIX (0.99). SPFIX was incepted earlier than VSTSX: SPFIX (33 years) vs VSTSX (8 years). VSTSX is a more actively managed with annual turnover of: 2.00 vs. SPFIX (1.00). 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 : 30.56 vs. SPFIX (22.39). VSTSX return over 5 years is better than : 83.83 vs. SPFIX (48.47).
| SPFIX | VSTSX | SPFIX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 8 years | - |
| Gain YTD | 24.074 | 22.443 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 291M | 1.73T | 0% |
| Annual Yield % from dividends | 0.99 | 1.36 | 73% |
| Returns for 1 year | 22.39 | 30.56 | 73% |
| Returns for 3 years | 11.35 | 19.98 | 57% |
| Returns for 5 years | 48.47 | 83.83 | 58% |
| Returns for 10 years | 124.56 | N/A | - |