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SPFIX vs VITSX
SPFIX vs VITSX Comparison
Open Charts SPFIX vs VITSX
Shelton S&P 500 Index Investor
Price$84.91
Change+$0.28 (+0.33%)
VolumeN/A
Net Assets320.73M
Vanguard Total Stock Market Idx I
Price$165.45
Change+$0.51 (+0.31%)
VolumeN/A
Net Assets2.06T
SPFIX vs VITSX Comparison Chart in %
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SPFIX vs. VITSX commentary
Dec 27, 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 Hold and VITSX is a Hold.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 2.06T vs. SPFIX (321M). VITSX pays higher dividends than SPFIX: VITSX (1.11) vs SPFIX (0.85). SPFIX was incepted earlier than VITSX: SPFIX (34 years) vs VITSX (28 years). SPFIX (0.43) is less costly to investors than VITSX (0.03). SPFIX is a more actively managed with annual turnover of: 10.00 vs. VITSX (2.00). SPFIX has a lower initial minimum investment than VITSX: SPFIX (1000) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 14.43 vs. SPFIX (12.68). VITSX return over 5 years is better than : 76.84 vs. SPFIX (46.64).
| SPFIX | VITSX | SPFIX / VITSX | |
| Total Expense Ratio | 0.43 | 0.03 | 1,433% |
| Annual Report Gross Expense Ratio | 0.43 | 0.03 | 1,433% |
| Fund Existence | 34 years | 28 years | - |
| Gain YTD | 15.689 | 17.377 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 321M | 2.06T | 0% |
| Annual Yield % from dividends | 0.85 | 1.11 | 76% |
| Returns for 1 year | 12.68 | 14.43 | 88% |
| Returns for 3 years | 49.31 | 78.06 | 63% |
| Returns for 5 years | 46.64 | 76.84 | 61% |
| Returns for 10 years | 135.04 | 235.68 | 57% |
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