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SPFIX vs VTSMX
SPFIX vs VTSMX Comparison
Open Charts SPFIX vs VTSMX
Shelton S&P 500 Index Investor
Price$75.51
Change+$0.77 (+1.03%)
VolumeN/A
Net Assets279.3M
Vanguard Total Stock Mkt Idx I
Price$143.62
Change+$1.51 (+1.06%)
VolumeN/A
Net Assets1.82T
SPFIX vs VTSMX Comparison Chart
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SPFIX vs. VTSMX commentary
Jun 07, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. SPFIX (279M). VTSMX pays higher dividends than SPFIX: VTSMX (1.18) vs SPFIX (0.89). SPFIX was incepted earlier than VTSMX: SPFIX (33 years) vs VTSMX (33 years). SPFIX (0.43) is less costly to investors than VTSMX (0.14). SPFIX is a more actively managed with annual turnover of: 7.00 vs. VTSMX (2.00). SPFIX has a lower initial minimum investment than VTSMX: SPFIX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 10.96 vs. SPFIX (-0.68). VTSMX return over 5 years is better than : 80.94 vs. SPFIX (39.67).
| SPFIX | VTSMX | SPFIX / VTSMX | |
| Total Expense Ratio | 0.43 | 0.14 | 307% |
| Annual Report Gross Expense Ratio | 0.43 | 0.14 | 307% |
| Fund Existence | 33 years | 33 years | - |
| Gain YTD | 1.390 | 0.817 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279M | 1.82T | 0% |
| Annual Yield % from dividends | 0.89 | 1.18 | 75% |
| Returns for 1 year | -0.68 | 10.96 | -6% |
| Returns for 3 years | 18.03 | 40.34 | 45% |
| Returns for 5 years | 39.67 | 80.94 | 49% |
| Returns for 10 years | 99.34 | 179.94 | 55% |
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