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SPFIX vs VTSMX
SPFIX vs VTSMX Comparison
Open Charts SPFIX vs VTSMX
Shelton S&P 500 Index Investor
Price$78.88
Change+$0.66 (+0.84%)
VolumeN/A
Net Assets293.61M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
SPFIX vs VTSMX Comparison Chart in %
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SPFIX vs. VTSMX commentary
Jul 06, 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.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. SPFIX (294M). 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 : 13.89 vs. SPFIX (1.52). VTSMX return over 5 years is better than : 95.59 vs. SPFIX (50.68).
| 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 | 7.253 | 6.421 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 294M | 1.82T | 0% |
| Annual Yield % from dividends | 0.85 | 1.12 | 76% |
| Returns for 1 year | 1.52 | 13.89 | 11% |
| Returns for 3 years | 35.59 | 62.08 | 57% |
| Returns for 5 years | 50.68 | 95.59 | 53% |
| Returns for 10 years | 112.63 | 198.05 | 57% |
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