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SPFIX vs VTSAX
SPFIX vs VTSAX Comparison
Open Charts SPFIX vs VTSAX
Shelton S&P 500 Index Investor
Price$75.64
Change-$1.31 (-1.70%)
VolumeN/A
Net Assets292.27M
Vanguard Total Stock Mkt Idx Adm
Price$144.03
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
SPFIX vs VTSAX Comparison Chart
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SPFIX vs. VTSAX commentary
Feb 23, 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: 1.84T 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 : 17.60 vs. SPFIX (5.77). VTSAX return over 5 years is better than : 74.84 vs. SPFIX (35.60).
| 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 | 2.355 | 2.127 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 292M | 1.84T | 0% |
| Annual Yield % from dividends | 0.99 | 1.35 | 74% |
| Returns for 1 year | 5.77 | 17.60 | 33% |
| Returns for 3 years | 15.49 | 36.79 | 42% |
| Returns for 5 years | 35.60 | 74.84 | 48% |
| Returns for 10 years | 97.98 | 180.79 | 54% |
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