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SPFIX vs VTSMX
SPFIX vs VTSMX Comparison
Open Charts SPFIX vs VTSMX
Shelton S&P 500 Index Investor
Price$84.84
Change+$0.49 (+0.58%)
VolumeN/A
Net Assets311.09M
Vanguard Total Stock Mkt Idx I
Price$161.46
Change+$1.02 (+0.64%)
VolumeN/A
Net Assets2.02T
SPFIX vs VTSMX Comparison Chart in %
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SPFIX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. SPFIX (311M). VTSMX pays higher dividends than SPFIX: VTSMX (1.04) vs SPFIX (0.78). 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 : 16.77 vs. SPFIX (4.47). VTSMX return over 5 years is better than : 86.59 vs. SPFIX (44.91).
| 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 | 14.926 | 13.857 | 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 | 1.04 | 75% |
| Returns for 1 year | 4.47 | 16.77 | 27% |
| Returns for 3 years | 52.13 | 81.21 | 64% |
| Returns for 5 years | 44.91 | 86.59 | 52% |
| Returns for 10 years | 134.07 | 229.54 | 58% |
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