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SPXKX vs VFIAX
SPXKX vs VFIAX Comparison
Open Charts SPXKX vs VFIAX
Shelton S&P 500 Index K
Price$73.31
Change-$1.31 (-1.76%)
VolumeN/A
Net Assets288.96M
Vanguard 500 Index Admiral
Price$540.91
Change-$9.64 (-1.75%)
VolumeN/A
Net Assets1.41T
SPXKX vs VFIAX Comparison Chart
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SPXKX vs. VFIAX 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 SPXKX is a Hold and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. SPXKX (289M). VFIAX pays higher dividends than SPXKX: VFIAX (1.32) vs SPXKX (0.58). SPXKX was incepted earlier than VFIAX: SPXKX (21 years) vs VFIAX (24 years). VFIAX is a more actively managed with annual turnover of: 2.00 vs. SPXKX (1.00). SPXKX has a lower initial minimum investment than VFIAX: SPXKX (1000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 15.96 vs. SPXKX (3.16). VFIAX return over 5 years is better than : 90.18 vs. SPXKX (39.50).
| SPXKX | VFIAX | SPXKX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 1.290 | 1.435 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 289M | 1.41T | 0% |
| Annual Yield % from dividends | 0.58 | 1.32 | 44% |
| Returns for 1 year | 3.16 | 15.96 | 20% |
| Returns for 3 years | 11.92 | 37.60 | 32% |
| Returns for 5 years | 39.50 | 90.18 | 44% |
| Returns for 10 years | 92.31 | 187.44 | 49% |
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