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SPFIX vs VTSMX
SPFIX vs VTSMX Comparison
Open Charts SPFIX vs VTSMX
Shelton S&P 500 Index Investor
Price$84.71
Change-$1.41 (-1.64%)
VolumeN/A
Net Assets314.17M
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
SPFIX vs VTSMX Comparison Chart in %
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SPFIX vs. VTSMX commentary
Nov 14, 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: 2.05T vs. SPFIX (314M). VTSMX pays higher dividends than SPFIX: VTSMX (1.02) vs SPFIX (0.76). SPFIX was incepted earlier than VTSMX: SPFIX (34 years) vs VTSMX (34 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 : 13.42 vs. SPFIX (2.44). VTSMX return over 5 years is better than : 83.98 vs. SPFIX (43.37).
| SPFIX | VTSMX | SPFIX / VTSMX | |
| Total Expense Ratio | 0.43 | 0.14 | 307% |
| Annual Report Gross Expense Ratio | 0.43 | 0.14 | 307% |
| Fund Existence | 34 years | 34 years | - |
| Gain YTD | 17.338 | 15.972 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 314M | 2.05T | 0% |
| Annual Yield % from dividends | 0.76 | 1.02 | 75% |
| Returns for 1 year | 2.44 | 13.42 | 18% |
| Returns for 3 years | 41.36 | 68.22 | 61% |
| Returns for 5 years | 43.37 | 83.98 | 52% |
| Returns for 10 years | 137.58 | 235.40 | 58% |
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