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SPFIX vs VTSAX
SPFIX vs VTSAX Comparison
Open Charts SPFIX vs VTSAX
Shelton S&P 500 Index Investor
Price$84.71
Change-$1.41 (-1.64%)
VolumeN/A
Net Assets314.17M
Vanguard Total Stock Mkt Idx Adm
Price$160.60
Change-$2.86 (-1.75%)
VolumeN/A
Net Assets2.05T
SPFIX vs VTSAX Comparison Chart in %
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SPFIX vs. VTSAX commentary
Nov 14, 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.05T vs. SPFIX (314M). VTSAX pays higher dividends than SPFIX: VTSAX (1.11) vs SPFIX (0.76). SPFIX was incepted earlier than VTSAX: SPFIX (34 years) vs VTSAX (25 years). SPFIX (0.43) is less costly to investors than VTSAX (0.04). SPFIX is a more actively managed with annual turnover of: 7.00 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 : 11.52 vs. SPFIX (2.44). VTSAX return over 5 years is better than : 80.80 vs. SPFIX (43.37).
| SPFIX | VTSAX | SPFIX / VTSAX | |
| Total Expense Ratio | 0.43 | 0.04 | 1,075% |
| Annual Report Gross Expense Ratio | 0.43 | 0.04 | 1,075% |
| Fund Existence | 34 years | 25 years | - |
| Gain YTD | 17.338 | 13.952 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 314M | 2.05T | 0% |
| Annual Yield % from dividends | 0.76 | 1.11 | 69% |
| Returns for 1 year | 2.44 | 11.52 | 21% |
| Returns for 3 years | 41.36 | 66.89 | 62% |
| Returns for 5 years | 43.37 | 80.80 | 54% |
| Returns for 10 years | 137.58 | 225.71 | 61% |
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