Interact to see
Advertisement
Advertisement
SPFIX vs VTSAX
SPFIX vs VTSAX Comparison
Open Charts SPFIX vs VTSAX
Shelton S&P 500 Index Investor
Price$84.84
Change+$0.49 (+0.58%)
VolumeN/A
Net Assets311.09M
Vanguard Total Stock Mkt Idx Adm
Price$161.49
Change+$1.03 (+0.64%)
VolumeN/A
Net Assets2.02T
SPFIX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SPFIX vs. VTSAX commentary
Oct 09, 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: 2.02T vs. SPFIX (311M). VTSAX pays higher dividends than SPFIX: VTSAX (1.13) vs SPFIX (0.78). 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 : 16.78 vs. SPFIX (4.47). VTSAX return over 5 years is better than : 86.62 vs. SPFIX (44.91).
| 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 | 14.926 | 13.853 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 311M | 2.02T | 0% |
| Annual Yield % from dividends | 0.78 | 1.13 | 69% |
| Returns for 1 year | 4.47 | 16.78 | 27% |
| Returns for 3 years | 52.13 | 81.24 | 64% |
| Returns for 5 years | 44.91 | 86.62 | 52% |
| Returns for 10 years | 134.07 | 230.25 | 58% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement