SPFIX
Price
$80.26
Change
+$0.32 (+0.40%)
Updated
Jul 25 closing price
Net Assets
298.61M
VSMPX
Price
$286.40
Change
+$1.25 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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SPFIX vs VSMPX

Header iconSPFIX vs VSMPX Comparison
Open Charts SPFIX vs VSMPXBanner chart's image
Shelton S&P 500 Index Investor
Price$80.26
Change+$0.32 (+0.40%)
VolumeN/A
Net Assets298.61M
Vanguard Total Stock Mkt Idx Instl Pls
Price$286.40
Change+$1.25 (+0.44%)
VolumeN/A
Net Assets1.91T
SPFIX vs VSMPX Comparison Chart in %
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VS
SPFIX vs. VSMPX 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 VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. SPFIX (299M). VSMPX pays higher dividends than SPFIX: VSMPX (1.22) vs SPFIX (0.85). SPFIX was incepted earlier than VSMPX: SPFIX (33 years) vs VSMPX (10 years). SPFIX (0.43) is less costly to investors than VSMPX (0.02). SPFIX is a more actively managed with annual turnover of: 7.00 vs. VSMPX (2.00). SPFIX has a lower initial minimum investment than VSMPX: SPFIX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 17.76 vs. SPFIX (5.87). VSMPX return over 5 years is better than : 93.61 vs. SPFIX (49.17).
SPFIXVSMPXSPFIX / VSMPX
Total Expense Ratio0.430.022,150%
Annual Report Gross Expense Ratio0.430.022,150%
Fund Existence33 years10 years-
Gain YTD9.1308.298110%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets299M1.91T0%
Annual Yield % from dividends0.851.2270%
Returns for 1 year5.8717.7633%
Returns for 3 years34.5460.6757%
Returns for 5 years49.1793.6153%
Returns for 10 years113.84192.0959%
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