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SPFIX vs VSMPX
SPFIX vs VSMPX Comparison
Open Charts SPFIX vs VSMPX
Shelton S&P 500 Index Investor
Price$84.50
Change+$0.17 (+0.20%)
VolumeN/A
Net Assets319.64M
Vanguard Total Stock Mkt Idx Instl Pls
Price$310.33
Change+$0.93 (+0.30%)
VolumeN/A
Net Assets2.06T
SPFIX vs VSMPX Comparison Chart in %
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SPFIX vs. VSMPX commentary
Dec 13, 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 StrongBuy and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. SPFIX (320M). VSMPX pays higher dividends than SPFIX: VSMPX (1.12) vs SPFIX (0.85). 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: 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 : 12.70 vs. SPFIX (11.33). VSMPX return over 5 years is better than : 79.39 vs. SPFIX (47.59).
| 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 | 15.131 | 17.371 | 87% |
| 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 | 0.85 | 1.12 | 76% |
| Returns for 1 year | 11.33 | 12.70 | 89% |
| Returns for 3 years | 43.28 | 70.86 | 61% |
| Returns for 5 years | 47.59 | 79.39 | 60% |
| Returns for 10 years | 138.54 | 230.39 | 60% |
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