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SPFIX vs VTSMX
SPFIX vs VTSMX Comparison
Open Charts SPFIX vs VTSMX
Shelton S&P 500 Index Investor
Price$83.29
Change-$1.11 (-1.32%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
SPFIX vs VTSMX Comparison Chart
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SPFIX vs. VTSMX commentary
Nov 18, 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 StrongSell and VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. SPFIX (291M). VTSMX pays higher dividends than SPFIX: VTSMX (1.26) vs SPFIX (0.99). SPFIX was incepted earlier than VTSMX: SPFIX (33 years) vs VTSMX (33 years). VTSMX is a more actively managed with annual turnover of: 2.00 vs. SPFIX (1.00). 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 : 30.52 vs. SPFIX (22.39). VTSMX return over 5 years is better than : 83.72 vs. SPFIX (48.47).
| SPFIX | VTSMX | SPFIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 33 years | - |
| Gain YTD | 24.074 | 22.392 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 291M | 1.73T | 0% |
| Annual Yield % from dividends | 0.99 | 1.26 | 79% |
| Returns for 1 year | 22.39 | 30.52 | 73% |
| Returns for 3 years | 11.35 | 19.91 | 57% |
| Returns for 5 years | 48.47 | 83.72 | 58% |
| Returns for 10 years | 124.56 | 186.07 | 67% |