SPFIX
Price
$78.88
Change
+$0.66 (+0.84%)
Updated
Jul 3 closing price
Net Assets
293.61M
VSMPX
Price
$281.45
Change
+$2.40 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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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$78.88
Change+$0.66 (+0.84%)
VolumeN/A
Net Assets293.61M
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
SPFIX vs VSMPX Comparison Chart in %
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VS
SPFIX vs. VSMPX commentary
Jul 06, 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: 1.82T vs. SPFIX (294M). 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 : 13.90 vs. SPFIX (1.52). VSMPX return over 5 years is better than : 95.69 vs. SPFIX (50.68).
SPFIXVSMPXSPFIX / VSMPX
Total Expense Ratio0.430.022,150%
Annual Report Gross Expense Ratio0.430.022,150%
Fund Existence33 years10 years-
Gain YTD7.2536.426113%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets294M1.82T0%
Annual Yield % from dividends0.851.2270%
Returns for 1 year1.5213.9011%
Returns for 3 years35.5962.1757%
Returns for 5 years50.6895.6953%
Returns for 10 years112.63189.2160%
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