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SPFIX vs VTSAX
SPFIX vs VTSAX Comparison
Open Charts SPFIX vs VTSAX
Shelton S&P 500 Index Investor
Price$75.12
Change+$0.44 (+0.59%)
VolumeN/A
Net Assets279.09M
Vanguard Total Stock Mkt Idx Adm
Price$142.78
Change+$0.95 (+0.67%)
VolumeN/A
Net Assets1.72T
SPFIX vs VTSAX Comparison Chart
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SPFIX vs. VTSAX commentary
Jun 04, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. SPFIX (279M). VTSAX pays higher dividends than SPFIX: VTSAX (1.28) vs SPFIX (0.89). SPFIX was incepted earlier than VTSAX: SPFIX (33 years) vs VTSAX (25 years). SPFIX (0.43) is less costly to investors than VTSAX (0.04). SPFIX is a more actively managed with annual turnover of: 7.00 vs. VTSAX (2.00). SPFIX has a lower initial minimum investment than VTSAX: SPFIX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 11.99 vs. SPFIX (0.53). VTSAX return over 5 years is better than : 85.31 vs. SPFIX (43.22).
| SPFIX | VTSAX | SPFIX / VTSAX | |
| Total Expense Ratio | 0.43 | 0.04 | 1,075% |
| Annual Report Gross Expense Ratio | 0.43 | 0.04 | 1,075% |
| Fund Existence | 33 years | 25 years | - |
| Gain YTD | 1.309 | 0.599 | 219% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279M | 1.72T | 0% |
| Annual Yield % from dividends | 0.89 | 1.28 | 69% |
| Returns for 1 year | 0.53 | 11.99 | 4% |
| Returns for 3 years | 19.42 | 41.95 | 46% |
| Returns for 5 years | 43.22 | 85.31 | 51% |
| Returns for 10 years | 97.95 | 178.10 | 55% |
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