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SPFIX vs VTSMX
SPFIX vs VTSMX Comparison
Open Charts SPFIX vs VTSMX
Shelton S&P 500 Index Investor
Price$81.78
Change+$0.25 (+0.31%)
VolumeN/A
Net Assets299.57M
Vanguard Total Stock Mkt Idx I
Price$155.77
Change+$0.56 (+0.36%)
VolumeN/A
Net Assets1.91T
SPFIX vs VTSMX Comparison Chart in %
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SPFIX vs. VTSMX commentary
Aug 29, 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: 1.91T vs. SPFIX (300M). VTSMX pays higher dividends than SPFIX: VTSMX (1.09) vs SPFIX (0.84). 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 : 15.91 vs. SPFIX (3.74). VTSMX return over 5 years is better than : 80.22 vs. SPFIX (38.67).
| 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 | 10.857 | 10.125 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 300M | 1.91T | 0% |
| Annual Yield % from dividends | 0.84 | 1.09 | 77% |
| Returns for 1 year | 3.74 | 15.91 | 24% |
| Returns for 3 years | 32.78 | 58.13 | 56% |
| Returns for 5 years | 38.67 | 80.22 | 48% |
| Returns for 10 years | 129.97 | 223.55 | 58% |
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