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FXAIX vs SPXKX
FXAIX vs SPXKX Comparison
Open Charts FXAIX vs SPXKX
Shelton S&P 500 Index K
Price$73.31
Change-$1.31 (-1.76%)
VolumeN/A
Net Assets288.96M
FXAIX vs SPXKX Comparison Chart
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FXAIX vs. SPXKX commentary
Mar 04, 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 FXAIX is a Hold and SPXKX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 632B vs. SPXKX (289M). FXAIX pays higher dividends than SPXKX: FXAIX (1.31) vs SPXKX (0.58). FXAIX was incepted earlier than SPXKX: FXAIX (14 years) vs SPXKX (21 years). FXAIX is a more actively managed with annual turnover of: 3.00 vs. SPXKX (1.00). FXAIX has a lower initial minimum investment than SPXKX: FXAIX (0) vs SPXKX (1000). FXAIX annual gain was more profitable for investors over the last year : 17.45 vs. SPXKX (3.16). FXAIX return over 5 years is better than : 105.57 vs. SPXKX (39.50).
| FXAIX | SPXKX | FXAIX / SPXKX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 21 years | - |
| Gain YTD | 1.440 | 1.290 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 632B | 289M | 218,685% |
| Annual Yield % from dividends | 1.31 | 0.58 | 226% |
| Returns for 1 year | 17.45 | 3.16 | 553% |
| Returns for 3 years | 43.98 | 11.92 | 369% |
| Returns for 5 years | 105.57 | 39.50 | 267% |
| Returns for 10 years | 212.13 | 92.31 | 230% |
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