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SPFIX vs VTSAX
SPFIX vs VTSAX Comparison
Open Charts SPFIX vs VTSAX
Shelton S&P 500 Index Investor
Price$84.20
Change-$0.43 (-0.51%)
VolumeN/A
Net Assets318.62M
Vanguard Total Stock Mkt Idx Adm
Price$164.66
Change-$0.79 (-0.48%)
VolumeN/A
Net Assets2.06T
SPFIX vs VTSAX Comparison Chart in %
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SPFIX vs. VTSAX commentary
Feb 05, 2026
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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.06T vs. SPFIX (319M). VTSAX pays higher dividends than SPFIX: VTSAX (1.09) vs SPFIX (0.78). SPFIX was incepted earlier than VTSAX: SPFIX (34 years) vs VTSAX (25 years). SPFIX (0.42) is less costly to investors than VTSAX (0.04). SPFIX is a more actively managed with annual turnover of: 10.00 vs. VTSAX (2.00). SPFIX has a lower initial minimum investment than VTSAX: SPFIX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 14.80 vs. SPFIX (13.30). VTSAX return over 5 years is better than : 68.23 vs. SPFIX (39.99).
| SPFIX | VTSAX | SPFIX / VTSAX | |
| Total Expense Ratio | 0.42 | 0.04 | 1,050% |
| Annual Report Gross Expense Ratio | 0.42 | 0.04 | 1,050% |
| Fund Existence | 34 years | 25 years | - |
| Gain YTD | 1.111 | 1.379 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 319M | 2.06T | 0% |
| Annual Yield % from dividends | 0.78 | 1.09 | 72% |
| Returns for 1 year | 13.30 | 14.80 | 90% |
| Returns for 3 years | 38.43 | 64.03 | 60% |
| Returns for 5 years | 39.99 | 68.23 | 59% |
| Returns for 10 years | 157.82 | 270.92 | 58% |
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