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SPFIX vs VTSAX
SPFIX vs VTSAX Comparison
Open Charts SPFIX vs VTSAX
Shelton S&P 500 Index Investor
Price$83.86
Change+$0.25 (+0.30%)
VolumeN/A
Net Assets317.23M
Vanguard Total Stock Mkt Idx Adm
Price$163.82
Change+$0.69 (+0.42%)
VolumeN/A
Net Assets2.05T
SPFIX vs VTSAX Comparison Chart in %
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SPFIX vs. VTSAX commentary
Dec 05, 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 StrongBuy and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.05T vs. SPFIX (317M). VTSAX pays higher dividends than SPFIX: VTSAX (1.11) vs SPFIX (0.85). 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 : 12.13 vs. SPFIX (11.14). VTSAX return over 5 years is better than : 76.48 vs. SPFIX (45.08).
| 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 | 14.259 | 16.237 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 317M | 2.05T | 0% |
| Annual Yield % from dividends | 0.85 | 1.11 | 76% |
| Returns for 1 year | 11.14 | 12.13 | 92% |
| Returns for 3 years | 39.40 | 65.49 | 60% |
| Returns for 5 years | 45.08 | 76.48 | 59% |
| Returns for 10 years | 128.88 | 225.76 | 57% |
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