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SPFIX vs VTSMX
SPFIX vs VTSMX Comparison
Open Charts SPFIX vs VTSMX
Shelton S&P 500 Index Investor
Price$84.20
Change-$0.43 (-0.51%)
VolumeN/A
Net Assets318.62M
Vanguard Total Stock Mkt Idx I
Price$164.61
Change-$0.80 (-0.48%)
VolumeN/A
Net Assets2.06T
SPFIX vs VTSMX Comparison Chart in %
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SPFIX vs. VTSMX commentary
Feb 05, 2026
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.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. SPFIX (319M). VTSMX pays higher dividends than SPFIX: VTSMX (1.00) vs SPFIX (0.78). SPFIX was incepted earlier than VTSMX: SPFIX (34 years) vs VTSMX (34 years). SPFIX (0.42) is less costly to investors than VTSMX (0.14). SPFIX is a more actively managed with annual turnover of: 10.00 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 : 14.79 vs. SPFIX (13.30). VTSMX return over 5 years is better than : 68.19 vs. SPFIX (39.99).
| SPFIX | VTSMX | SPFIX / VTSMX | |
| Total Expense Ratio | 0.42 | 0.14 | 300% |
| Annual Report Gross Expense Ratio | 0.42 | 0.14 | 300% |
| Fund Existence | 34 years | 34 years | - |
| Gain YTD | 1.111 | 1.373 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 319M | 2.06T | 0% |
| Annual Yield % from dividends | 0.78 | 1.00 | 78% |
| Returns for 1 year | 13.30 | 14.79 | 90% |
| Returns for 3 years | 38.43 | 63.99 | 60% |
| Returns for 5 years | 39.99 | 68.19 | 59% |
| Returns for 10 years | 157.82 | 270.18 | 58% |
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