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SPFIX vs VSMPX
SPFIX vs VSMPX Comparison
Open Charts SPFIX vs VSMPX
Shelton S&P 500 Index Investor
Price$84.92
Change+$0.22 (+0.26%)
VolumeN/A
Net Assets320.3M
Vanguard Total Stock Mkt Idx Instl Pls
Price$312.33
Change+$0.98 (+0.31%)
VolumeN/A
Net Assets2.06T
SPFIX vs VSMPX Comparison Chart in %
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SPFIX vs. VSMPX commentary
Jan 16, 2026
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 VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. SPFIX (320M). VSMPX pays higher dividends than SPFIX: VSMPX (1.13) vs SPFIX (0.79). SPFIX was incepted earlier than VSMPX: SPFIX (34 years) vs VSMPX (11 years). SPFIX (0.43) is less costly to investors than VSMPX (0.02). SPFIX is a more actively managed with annual turnover of: 10.00 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 : 18.30 vs. SPFIX (16.34). VSMPX return over 5 years is better than : 73.71 vs. SPFIX (43.96).
| SPFIX | VSMPX | SPFIX / VSMPX | |
| Total Expense Ratio | 0.43 | 0.02 | 2,150% |
| Annual Report Gross Expense Ratio | 0.43 | 0.02 | 2,150% |
| Fund Existence | 34 years | 11 years | - |
| Gain YTD | 1.195 | 1.685 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 320M | 2.06T | 0% |
| Annual Yield % from dividends | 0.79 | 1.13 | 70% |
| Returns for 1 year | 16.34 | 18.30 | 89% |
| Returns for 3 years | 43.36 | 70.98 | 61% |
| Returns for 5 years | 43.96 | 73.71 | 60% |
| Returns for 10 years | 158.45 | 259.47 | 61% |
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