SPFIX
Price
$78.88
Change
+$0.66 (+0.84%)
Updated
Jul 3 closing price
Net Assets
293.61M
VTSAX
Price
$150.01
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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SPFIX vs VTSAX

Header iconSPFIX vs VTSAX Comparison
Open Charts SPFIX vs VTSAXBanner chart's image
Shelton S&P 500 Index Investor
Price$78.88
Change+$0.66 (+0.84%)
VolumeN/A
Net Assets293.61M
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
SPFIX vs VTSAX Comparison Chart in %
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SPFIX vs. VTSAX 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 VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. SPFIX (294M). VTSAX pays higher dividends than SPFIX: VTSAX (1.21) vs SPFIX (0.85). SPFIX was incepted earlier than VTSAX: SPFIX (33 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 : 13.89 vs. SPFIX (1.52). VTSAX return over 5 years is better than : 95.62 vs. SPFIX (50.68).
SPFIXVTSAXSPFIX / VTSAX
Total Expense Ratio0.430.041,075%
Annual Report Gross Expense Ratio0.430.041,075%
Fund Existence33 years25 years-
Gain YTD7.2536.416113%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets294M1.82T0%
Annual Yield % from dividends0.851.2170%
Returns for 1 year1.5213.8911%
Returns for 3 years35.5962.1257%
Returns for 5 years50.6895.6253%
Returns for 10 years112.63198.6957%
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