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SPFIX vs VFFSX
SPFIX vs VFFSX Comparison
Open Charts SPFIX vs VFFSX
Shelton S&P 500 Index Investor
Price$80.26
Change+$0.32 (+0.40%)
VolumeN/A
Net Assets298.61M
Vanguard 500 Index Institutional Select
Price$312.76
Change+$1.26 (+0.40%)
VolumeN/A
Net Assets1.49T
SPFIX vs VFFSX Comparison Chart in %
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SPFIX vs. VFFSX commentary
Jul 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 VFFSX is a Buy.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.49T vs. SPFIX (299M). VFFSX pays higher dividends than SPFIX: VFFSX (1.23) vs SPFIX (0.85). SPFIX was incepted earlier than VFFSX: SPFIX (33 years) vs VFFSX (9 years). SPFIX (0.43) is less costly to investors than VFFSX (0.01). SPFIX is a more actively managed with annual turnover of: 7.00 vs. VFFSX (2.00). SPFIX has a lower initial minimum investment than VFFSX: SPFIX (1000) vs VFFSX (5000000000). VFFSX annual gain was more profitable for investors over the last year : 18.42 vs. SPFIX (5.87). VFFSX return over 5 years is better than : 98.97 vs. SPFIX (49.17).
| SPFIX | VFFSX | SPFIX / VFFSX | |
| Total Expense Ratio | 0.43 | 0.01 | 4,300% |
| Annual Report Gross Expense Ratio | 0.43 | 0.01 | 4,300% |
| Fund Existence | 33 years | 9 years | - |
| Gain YTD | 9.130 | 8.716 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 299M | 1.49T | 0% |
| Annual Yield % from dividends | 0.85 | 1.23 | 70% |
| Returns for 1 year | 5.87 | 18.42 | 32% |
| Returns for 3 years | 34.54 | 63.16 | 55% |
| Returns for 5 years | 49.17 | 98.97 | 50% |
| Returns for 10 years | 113.84 | N/A | - |
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