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FXAIX vs SPXKX
FXAIX vs SPXKX Comparison
Open Charts FXAIX vs SPXKX
Shelton S&P 500 Index K
Price$76.04
Change+$0.40 (+0.53%)
VolumeN/A
Net Assets293.58M
FXAIX vs SPXKX Comparison Chart
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FXAIX vs. SPXKX commentary
Jan 31, 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 StrongBuy and SPXKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 619B vs. SPXKX (294M). 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 : 26.33 vs. SPXKX (10.95). FXAIX return over 5 years is better than : 102.48 vs. SPXKX (37.36).
| 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 | 2.752 | 2.674 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619B | 294M | 210,544% |
| Annual Yield % from dividends | 1.31 | 0.58 | 226% |
| Returns for 1 year | 26.33 | 10.95 | 241% |
| Returns for 3 years | 40.05 | 8.87 | 452% |
| Returns for 5 years | 102.48 | 37.36 | 274% |
| Returns for 10 years | 225.00 | 100.30 | 224% |
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