SPFIX
Price
$80.26
Change
+$0.32 (+0.40%)
Updated
Jul 25 closing price
Net Assets
298.61M
VTSMX
Price
$152.62
Change
+$0.67 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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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$80.26
Change+$0.32 (+0.40%)
VolumeN/A
Net Assets298.61M
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
SPFIX vs VTSMX Comparison Chart in %
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SPFIX vs. VTSMX 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. SPFIX (299M). VTSMX pays higher dividends than SPFIX: VTSMX (1.12) vs SPFIX (0.85). 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 : 17.75 vs. SPFIX (5.87). VTSMX return over 5 years is better than : 93.51 vs. SPFIX (49.17).
SPFIXVTSMXSPFIX / VTSMX
Total Expense Ratio0.430.14307%
Annual Report Gross Expense Ratio0.430.14307%
Fund Existence33 years33 years-
Gain YTD9.1308.287110%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets299M1.91T0%
Annual Yield % from dividends0.851.1276%
Returns for 1 year5.8717.7533%
Returns for 3 years34.5460.6057%
Returns for 5 years49.1793.5153%
Returns for 10 years113.84200.9757%
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