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SPFIX vs VSTSX
SPFIX vs VSTSX Comparison
Open Charts SPFIX vs VSTSX
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 Sel
Price$295.41
Change+$2.52 (+0.86%)
VolumeN/A
Net Assets1.82T
SPFIX vs VSTSX Comparison Chart in %
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SPFIX vs. VSTSX 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.82T vs. SPFIX (294M). VSTSX pays higher dividends than SPFIX: VSTSX (1.23) vs SPFIX (0.85). 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 : 13.91 vs. SPFIX (1.52). VSTSX return over 5 years is better than : 95.76 vs. SPFIX (50.68).
| 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 | 7.253 | 6.427 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 294M | 1.82T | 0% |
| Annual Yield % from dividends | 0.85 | 1.23 | 70% |
| Returns for 1 year | 1.52 | 13.91 | 11% |
| Returns for 3 years | 35.59 | 62.21 | 57% |
| Returns for 5 years | 50.68 | 95.76 | 53% |
| Returns for 10 years | 112.63 | N/A | - |
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