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SPFIX vs VTSAX
SPFIX vs VTSAX Comparison
Open Charts SPFIX vs VTSAX
Shelton S&P 500 Index Investor
Price$83.74
Change+$0.44 (+0.53%)
VolumeN/A
Net Assets306.36M
Vanguard Total Stock Mkt Idx Adm
Price$159.29
Change+$0.70 (+0.44%)
VolumeN/A
Net Assets2.02T
SPFIX vs VTSAX Comparison Chart in %
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SPFIX vs. VTSAX commentary
Oct 19, 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: 2.02T vs. SPFIX (306M). VTSAX pays higher dividends than SPFIX: VTSAX (1.13) vs SPFIX (0.78). 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 : 13.81 vs. SPFIX (2.08). VTSAX return over 5 years is better than : 84.90 vs. SPFIX (43.58).
| 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 | 14.095 | 13.023 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 306M | 2.02T | 0% |
| Annual Yield % from dividends | 0.78 | 1.13 | 69% |
| Returns for 1 year | 2.08 | 13.81 | 15% |
| Returns for 3 years | 47.76 | 76.08 | 63% |
| Returns for 5 years | 43.58 | 84.90 | 51% |
| Returns for 10 years | 130.50 | 225.85 | 58% |
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