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SPFIX vs VTSMX
SPFIX vs VTSMX Comparison
Open Charts SPFIX vs VTSMX
Shelton S&P 500 Index Investor
Price$83.63
Change+$0.49 (+0.59%)
VolumeN/A
Net Assets306.55M
Vanguard Total Stock Mkt Idx I
Price$159.19
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
SPFIX vs VTSMX Comparison Chart in %
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SPFIX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. SPFIX (307M). VTSMX pays higher dividends than SPFIX: VTSMX (1.07) vs SPFIX (0.82). SPFIX was incepted earlier than VTSMX: SPFIX (33 years) vs VTSMX (33 years). SPFIX (0.43) is less costly to investors than VTSMX (0.14). SPFIX is a more actively managed with annual turnover of: 7.00 vs. VTSMX (2.00). SPFIX has a lower initial minimum investment than VTSMX: SPFIX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 15.63 vs. SPFIX (3.49). VTSMX return over 5 years is better than : 96.53 vs. SPFIX (51.22).
| SPFIX | VTSMX | SPFIX / VTSMX | |
| Total Expense Ratio | 0.43 | 0.14 | 307% |
| Annual Report Gross Expense Ratio | 0.43 | 0.14 | 307% |
| Fund Existence | 33 years | 33 years | - |
| Gain YTD | 13.712 | 12.949 | 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 | 1.07 | 77% |
| Returns for 1 year | 3.49 | 15.63 | 22% |
| Returns for 3 years | 50.37 | 80.25 | 63% |
| Returns for 5 years | 51.22 | 96.53 | 53% |
| Returns for 10 years | 146.53 | 249.92 | 59% |
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