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SPFIX vs VTSAX
SPFIX vs VTSAX Comparison
Open Charts SPFIX vs VTSAX
Shelton S&P 500 Index Investor
Price$68.56
Change+$5.95 (+9.50%)
VolumeN/A
Net Assets237.72M
Vanguard Total Stock Mkt Idx Adm
Price$129.87
Change+$11.31 (+9.54%)
VolumeN/A
Net Assets1.7T
SPFIX vs VTSAX Comparison Chart
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SPFIX vs. VTSAX commentary
Apr 11, 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: 1.7T vs. SPFIX (238M). VTSAX pays higher dividends than SPFIX: VTSAX (1.35) vs SPFIX (0.93). SPFIX was incepted earlier than VTSAX: SPFIX (33 years) vs VTSAX (24 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 : -5.42 vs. SPFIX (-14.43). VTSAX return over 5 years is better than : 75.44 vs. SPFIX (34.37).
| 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 | 24 years | - |
| Gain YTD | -15.065 | -15.906 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238M | 1.7T | 0% |
| Annual Yield % from dividends | 0.93 | 1.35 | 69% |
| Returns for 1 year | -14.43 | -5.42 | 266% |
| Returns for 3 years | -8.19 | 8.75 | -94% |
| Returns for 5 years | 34.37 | 75.44 | 46% |
| Returns for 10 years | 65.80 | 132.04 | 50% |