SPFIX
Price
$75.24
Change
-$0.85 (-1.12%)
Updated
Jun 13 closing price
Net Assets
280.6M
VTSMX
Price
$142.86
Change
-$1.69 (-1.17%)
Updated
Jun 13 closing price
Net Assets
1.82T
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SPFIX vs VTSMX

Header iconSPFIX vs VTSMX Comparison
Open Charts SPFIX vs VTSMXBanner chart's image
Shelton S&P 500 Index Investor
Price$75.24
Change-$0.85 (-1.12%)
VolumeN/A
Net Assets280.6M
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
SPFIX vs VTSMX Comparison Chart
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SPFIX vs. VTSMX commentary
Jun 16, 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. SPFIX (281M). VTSMX pays higher dividends than SPFIX: VTSMX (1.18) vs SPFIX (0.89). 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 : 10.06 vs. SPFIX (-1.52). VTSMX return over 5 years is better than : 91.36 vs. SPFIX (47.63).
SPFIXVTSMXSPFIX / VTSMX
Total Expense Ratio0.430.14307%
Annual Report Gross Expense Ratio0.430.14307%
Fund Existence33 years33 years-
Gain YTD2.0691.349153%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets281M1.82T0%
Annual Yield % from dividends0.891.1875%
Returns for 1 year-1.5210.06-15%
Returns for 3 years32.2657.5956%
Returns for 5 years47.6391.3652%
Returns for 10 years99.01178.9255%
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