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SPFIX vs VTSMX
SPFIX vs VTSMX Comparison
Open Charts SPFIX vs VTSMX
Shelton S&P 500 Index Investor
Price$69.44
Change+$0.51 (+0.74%)
VolumeN/A
Net Assets261.46M
Vanguard Total Stock Mkt Idx I
Price$131.78
Change+$0.87 (+0.66%)
VolumeN/A
Net Assets1.7T
SPFIX vs VTSMX Comparison Chart
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SPFIX vs. VTSMX commentary
Apr 28, 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: 1.7T vs. SPFIX (261M). VTSMX pays higher dividends than SPFIX: VTSMX (1.25) vs SPFIX (0.93). 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 : 8.68 vs. SPFIX (-2.06). VTSMX return over 5 years is better than : 91.92 vs. SPFIX (46.53).
| 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 | -5.799 | -6.512 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 261M | 1.7T | 0% |
| Annual Yield % from dividends | 0.93 | 1.25 | 74% |
| Returns for 1 year | -2.06 | 8.68 | -24% |
| Returns for 3 years | 9.44 | 29.71 | 32% |
| Returns for 5 years | 46.53 | 91.92 | 51% |
| Returns for 10 years | 82.68 | 156.42 | 53% |
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