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FXAIX vs SPXKX
FXAIX vs SPXKX Comparison
Open Charts FXAIX vs SPXKX
Shelton S&P 500 Index K
Price$66.09
Change-$1.51 (-2.23%)
VolumeN/A
Net Assets256.98M
FXAIX vs SPXKX Comparison Chart
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FXAIX vs. SPXKX commentary
Apr 18, 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 Buy and SPXKX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. SPXKX (257M). FXAIX pays higher dividends than SPXKX: FXAIX (1.30) vs SPXKX (0.45). FXAIX was incepted earlier than SPXKX: FXAIX (14 years) vs SPXKX (22 years). SPXKX (0.93) is less costly to investors than FXAIX (0.01). SPXKX is a more actively managed with annual turnover of: 7.00 vs. FXAIX (2.00). 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 : 8.26 vs. SPXKX (-4.92). FXAIX return over 5 years is better than : 102.63 vs. SPXKX (37.63).
| FXAIX | SPXKX | FXAIX / SPXKX | |
| Total Expense Ratio | 0.01 | 0.93 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.93 | 2% |
| Fund Existence | 14 years | 22 years | - |
| Gain YTD | -7.911 | -8.129 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598B | 257M | 232,685% |
| Annual Yield % from dividends | 1.30 | 0.45 | 287% |
| Returns for 1 year | 8.26 | -4.92 | -168% |
| Returns for 3 years | 28.61 | 0.01 | 208,799% |
| Returns for 5 years | 102.63 | 37.63 | 273% |
| Returns for 10 years | 183.76 | 73.97 | 248% |
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