SPFIX
Price
$80.26
Change
+$0.32 (+0.40%)
Updated
Jul 25 closing price
Net Assets
298.61M
VTSAX
Price
$152.65
Change
+$0.67 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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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$80.26
Change+$0.32 (+0.40%)
VolumeN/A
Net Assets298.61M
Vanguard Total Stock Mkt Idx Adm
Price$152.65
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
SPFIX vs VTSAX Comparison Chart in %
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SPFIX vs. VTSAX commentary
Jul 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 Buy and VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. SPFIX (299M). 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 : 17.75 vs. SPFIX (5.87). VTSAX return over 5 years is better than : 93.55 vs. SPFIX (49.17).
SPFIXVTSAXSPFIX / VTSAX
Total Expense Ratio0.430.041,075%
Annual Report Gross Expense Ratio0.430.041,075%
Fund Existence33 years25 years-
Gain YTD9.1308.289110%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets299M1.91T0%
Annual Yield % from dividends0.851.2170%
Returns for 1 year5.8717.7533%
Returns for 3 years34.5460.6357%
Returns for 5 years49.1793.5553%
Returns for 10 years113.84201.6456%
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