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SPFIX vs VSTSX
SPFIX vs VSTSX Comparison
Open Charts SPFIX vs VSTSX
Shelton S&P 500 Index Investor
Price$84.91
Change+$0.28 (+0.33%)
VolumeN/A
Net Assets320.73M
Vanguard Total Stock Mkt Idx Instl Sel
Price$325.76
Change+$1.02 (+0.31%)
VolumeN/A
Net Assets2.06T
SPFIX vs VSTSX Comparison Chart in %
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SPFIX vs. VSTSX commentary
Dec 27, 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: 2.06T vs. SPFIX (321M). VSTSX pays higher dividends than SPFIX: VSTSX (1.12) vs SPFIX (0.85). SPFIX was incepted earlier than VSTSX: SPFIX (34 years) vs VSTSX (10 years). SPFIX (0.43) is less costly to investors than VSTSX (0.01). SPFIX is a more actively managed with annual turnover of: 10.00 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 : 14.44 vs. SPFIX (12.68). VSTSX return over 5 years is better than : 76.94 vs. SPFIX (46.64).
| 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 | 34 years | 10 years | - |
| Gain YTD | 15.689 | 17.386 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 321M | 2.06T | 0% |
| Annual Yield % from dividends | 0.85 | 1.12 | 75% |
| Returns for 1 year | 12.68 | 14.44 | 88% |
| Returns for 3 years | 49.31 | 78.14 | 63% |
| Returns for 5 years | 46.64 | 76.94 | 61% |
| Returns for 10 years | 135.04 | N/A | - |
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