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SPFIX vs VSTSX
SPFIX vs VSTSX Comparison
Open Charts SPFIX vs VSTSX
Shelton S&P 500 Index Investor
Price$83.86
Change+$0.25 (+0.30%)
VolumeN/A
Net Assets317.23M
Vanguard Total Stock Mkt Idx Instl Sel
Price$322.60
Change+$1.35 (+0.42%)
VolumeN/A
Net Assets2.05T
SPFIX vs VSTSX Comparison Chart in %
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SPFIX vs. VSTSX commentary
Dec 05, 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 VSTSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 2.05T vs. SPFIX (317M). VSTSX pays higher dividends than SPFIX: VSTSX (1.12) vs SPFIX (0.85). SPFIX was incepted earlier than VSTSX: SPFIX (34 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 : 12.13 vs. SPFIX (11.14). VSTSX return over 5 years is better than : 76.60 vs. SPFIX (45.08).
| 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 | 9 years | - |
| Gain YTD | 14.259 | 16.247 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 317M | 2.05T | 0% |
| Annual Yield % from dividends | 0.85 | 1.12 | 75% |
| Returns for 1 year | 11.14 | 12.13 | 92% |
| Returns for 3 years | 39.40 | 65.57 | 60% |
| Returns for 5 years | 45.08 | 76.60 | 59% |
| Returns for 10 years | 128.88 | N/A | - |
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