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SPXKX vs VFIAX
SPXKX vs VFIAX Comparison
Open Charts SPXKX vs VFIAX
Shelton S&P 500 Index K
Price$66.09
Change-$1.51 (-2.23%)
VolumeN/A
Net Assets256.98M
Vanguard 500 Index Admiral
Price$487.00
Change-$11.15 (-2.24%)
VolumeN/A
Net Assets1.32T
SPXKX vs VFIAX Comparison Chart
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SPXKX vs. VFIAX 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 SPXKX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.32T vs. SPXKX (257M). VFIAX pays higher dividends than SPXKX: VFIAX (1.35) vs SPXKX (0.45). SPXKX was incepted earlier than VFIAX: SPXKX (22 years) vs VFIAX (24 years). SPXKX (0.93) is less costly to investors than VFIAX (0.04). SPXKX is a more actively managed with annual turnover of: 7.00 vs. VFIAX (2.00). 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 : 6.88 vs. SPXKX (-4.92). VFIAX return over 5 years is better than : 87.78 vs. SPXKX (37.63).
| SPXKX | VFIAX | SPXKX / VFIAX | |
| Total Expense Ratio | 0.93 | 0.04 | 2,325% |
| Annual Report Gross Expense Ratio | 0.93 | 0.04 | 2,325% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | -8.129 | -8.206 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 257M | 1.32T | 0% |
| Annual Yield % from dividends | 0.45 | 1.35 | 34% |
| Returns for 1 year | -4.92 | 6.88 | -72% |
| Returns for 3 years | 0.01 | 22.94 | 0% |
| Returns for 5 years | 37.63 | 87.78 | 43% |
| Returns for 10 years | 73.97 | 159.74 | 46% |
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