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SPFIX vs VSTSX
SPFIX vs VSTSX Comparison
Open Charts SPFIX vs VSTSX
Shelton S&P 500 Index Investor
Price$83.63
Change+$0.49 (+0.59%)
VolumeN/A
Net Assets306.55M
Vanguard Total Stock Mkt Idx Instl Sel
Price$313.62
Change+$1.97 (+0.63%)
VolumeN/A
Net Assets1.95T
SPFIX vs VSTSX Comparison Chart in %
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SPFIX vs. VSTSX commentary
Sep 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 Hold and VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.95T vs. SPFIX (307M). VSTSX pays higher dividends than SPFIX: VSTSX (1.17) vs SPFIX (0.82). SPFIX was incepted earlier than VSTSX: SPFIX (33 years) vs VSTSX (9 years). SPFIX (0.43) is less costly to investors than VSTSX (0.01). SPFIX is a more actively managed with annual turnover of: 7.00 vs. VSTSX (2.00). SPFIX has a lower initial minimum investment than VSTSX: SPFIX (1000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 15.66 vs. SPFIX (3.49). VSTSX return over 5 years is better than : 96.74 vs. SPFIX (51.22).
| SPFIX | VSTSX | SPFIX / VSTSX | |
| Total Expense Ratio | 0.43 | 0.01 | 4,300% |
| Annual Report Gross Expense Ratio | 0.43 | 0.01 | 4,300% |
| Fund Existence | 33 years | 9 years | - |
| Gain YTD | 13.712 | 12.988 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 307M | 1.95T | 0% |
| Annual Yield % from dividends | 0.82 | 1.17 | 70% |
| Returns for 1 year | 3.49 | 15.66 | 22% |
| Returns for 3 years | 50.37 | 80.43 | 63% |
| Returns for 5 years | 51.22 | 96.74 | 53% |
| Returns for 10 years | 146.53 | N/A | - |
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