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SPXKX vs VFIAX
SPXKX vs VFIAX Comparison
Open Charts SPXKX vs VFIAX
Shelton S&P 500 Index K
Price$74.92
Change+$0.53 (+0.71%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$551.15
Change+$2.29 (+0.42%)
VolumeN/A
CapitalizationN/A
SPXKX vs VFIAX Comparison Chart
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SPXKX vs. VFIAX commentary
Dec 24, 2024
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 StrongBuy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T 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 : 26.15 vs. SPXKX (11.84). VFIAX return over 5 years is better than : 86.09 vs. SPXKX (35.97).
| 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 | 11.491 | 25.712 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 289M | 1.37T | 0% |
| Annual Yield % from dividends | 0.58 | 1.32 | 44% |
| Returns for 1 year | 11.84 | 26.15 | 45% |
| Returns for 3 years | 2.94 | 26.91 | 11% |
| Returns for 5 years | 35.97 | 86.09 | 42% |
| Returns for 10 years | 91.79 | 187.42 | 49% |
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