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SPFIX vs VTSAX
SPFIX vs VTSAX Comparison
Open Charts SPFIX vs VTSAX
Shelton S&P 500 Index Investor
Price$75.38
Change+$0.75 (+1.00%)
VolumeN/A
Net Assets291.52M
Vanguard Total Stock Mkt Idx Adm
Price$144.19
Change+$1.35 (+0.95%)
VolumeN/A
Net Assets1.78T
SPFIX vs VTSAX Comparison Chart
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SPFIX vs. VTSAX commentary
Jan 19, 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 Hold and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. SPFIX (292M). VTSAX pays higher dividends than SPFIX: VTSAX (1.35) vs SPFIX (0.99). SPFIX was incepted earlier than VTSAX: SPFIX (33 years) vs VTSAX (24 years). VTSAX is a more actively managed with annual turnover of: 2.00 vs. SPFIX (1.00). 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 : 25.26 vs. SPFIX (12.28). VTSAX return over 5 years is better than : 76.10 vs. SPFIX (35.66).
| SPFIX | VTSAX | SPFIX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 24 years | - |
| Gain YTD | 2.003 | 2.241 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 292M | 1.78T | 0% |
| Annual Yield % from dividends | 0.99 | 1.35 | 74% |
| Returns for 1 year | 12.28 | 25.26 | 49% |
| Returns for 3 years | 8.37 | 28.96 | 29% |
| Returns for 5 years | 35.66 | 76.10 | 47% |
| Returns for 10 years | 106.98 | 195.63 | 55% |
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