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SPXKX vs VFIAX
SPXKX vs VFIAX Comparison
Open Charts SPXKX vs VFIAX
Shelton S&P 500 Index K
Price$76.04
Change+$0.40 (+0.53%)
VolumeN/A
Net Assets293.58M
Vanguard 500 Index Admiral
Price$560.65
Change+$2.96 (+0.53%)
VolumeN/A
Net Assets1.35T
SPXKX vs VFIAX Comparison Chart
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SPXKX vs. VFIAX 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 SPXKX is a StrongBuy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.35T vs. SPXKX (294M). 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 : 24.73 vs. SPXKX (10.95). VFIAX return over 5 years is better than : 87.32 vs. SPXKX (37.36).
| 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 | 2.674 | 2.751 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 294M | 1.35T | 0% |
| Annual Yield % from dividends | 0.58 | 1.32 | 44% |
| Returns for 1 year | 10.95 | 24.73 | 44% |
| Returns for 3 years | 8.87 | 33.85 | 26% |
| Returns for 5 years | 37.36 | 87.32 | 43% |
| Returns for 10 years | 100.30 | 199.28 | 50% |
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