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SPFIX vs VTSAX
SPFIX vs VTSAX Comparison
Open Charts SPFIX vs VTSAX
Shelton S&P 500 Index Investor
Price$80.30
Change+$0.65 (+0.82%)
VolumeN/A
Net Assets298.02M
Vanguard Total Stock Mkt Idx Adm
Price$152.35
Change+$1.01 (+0.67%)
VolumeN/A
Net Assets1.91T
SPFIX vs VTSAX Comparison Chart in %
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SPFIX vs. VTSAX 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 VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. SPFIX (298M). VTSAX pays higher dividends than SPFIX: VTSAX (1.18) vs SPFIX (0.84). 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 : 19.69 vs. SPFIX (7.50). VTSAX return over 5 years is better than : 84.99 vs. SPFIX (43.12).
| 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 | 9.184 | 8.076 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 298M | 1.91T | 0% |
| Annual Yield % from dividends | 0.84 | 1.18 | 71% |
| Returns for 1 year | 7.50 | 19.69 | 38% |
| Returns for 3 years | 27.98 | 51.97 | 54% |
| Returns for 5 years | 43.12 | 84.99 | 51% |
| Returns for 10 years | 114.61 | 201.96 | 57% |
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