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SPFIX vs VTSAX
SPFIX vs VTSAX Comparison
Open Charts SPFIX vs VTSAX
Shelton S&P 500 Index Investor
Price$83.63
Change+$0.49 (+0.59%)
VolumeN/A
Net Assets306.55M
Vanguard Total Stock Mkt Idx Adm
Price$159.25
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
SPFIX vs VTSAX Comparison Chart in %
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SPFIX vs. VTSAX commentary
Sep 28, 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: 1.95T vs. SPFIX (307M). VTSAX pays higher dividends than SPFIX: VTSAX (1.16) vs SPFIX (0.82). 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 : 15.64 vs. SPFIX (3.49). VTSAX return over 5 years is better than : 96.61 vs. SPFIX (51.22).
| 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 | 33 years | 25 years | - |
| Gain YTD | 13.712 | 12.971 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 307M | 1.95T | 0% |
| Annual Yield % from dividends | 0.82 | 1.16 | 71% |
| Returns for 1 year | 3.49 | 15.64 | 22% |
| Returns for 3 years | 50.37 | 80.33 | 63% |
| Returns for 5 years | 51.22 | 96.61 | 53% |
| Returns for 10 years | 146.53 | 250.82 | 58% |
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