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SPFIX vs VTSAX
SPFIX vs VTSAX Comparison
Open Charts SPFIX vs VTSAX
Shelton S&P 500 Index Investor
Price$81.00
Change-$0.16 (-0.20%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$136.96
Change-$0.34 (-0.25%)
VolumeN/A
CapitalizationN/A
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SPFIX vs VTSAX Comparison Chart
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SPFIX vs. VTSAX commentary
Sep 21, 2024
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 (284M). VTSAX pays higher dividends than SPFIX: VTSAX (1.35) vs SPFIX (0.99). SPFIX was incepted earlier than VTSAX: SPFIX (32 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 : 25.89 vs. SPFIX (18.95). VTSAX return over 5 years is better than : 82.99 vs. SPFIX (48.45).
| SPFIX | VTSAX | SPFIX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 18.597 | 16.921 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 284M | 1.72T | 0% |
| Annual Yield % from dividends | 0.99 | 1.35 | 74% |
| Returns for 1 year | 18.95 | 25.89 | 73% |
| Returns for 3 years | 13.02 | 21.34 | 61% |
| Returns for 5 years | 48.45 | 82.99 | 58% |
| Returns for 10 years | 119.74 | 179.72 | 67% |