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SPXKX vs VFINX
SPXKX vs VFINX Comparison
Open Charts SPXKX vs VFINX
Shelton S&P 500 Index K
Price$73.31
Change-$1.31 (-1.76%)
VolumeN/A
Net Assets288.96M
Vanguard 500 Index Investor
Price$540.90
Change-$9.65 (-1.75%)
VolumeN/A
Net Assets1.41T
SPXKX vs VFINX Comparison Chart
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SPXKX vs. VFINX 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. SPXKX (289M). VFINX pays higher dividends than SPXKX: VFINX (1.24) vs SPXKX (0.58). SPXKX was incepted earlier than VFINX: SPXKX (21 years) vs VFINX (49 years). VFINX is a more actively managed with annual turnover of: 2.00 vs. SPXKX (1.00). VFINX has a lower initial minimum investment than SPXKX: VFINX (0) vs SPXKX (1000). VFINX annual gain was more profitable for investors over the last year : 15.95 vs. SPXKX (3.16). VFINX return over 5 years is better than : 90.19 vs. SPXKX (39.50).
| SPXKX | VFINX | SPXKX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 49 years | - |
| Gain YTD | 1.290 | 1.420 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 289M | 1.41T | 0% |
| Annual Yield % from dividends | 0.58 | 1.24 | 47% |
| Returns for 1 year | 3.16 | 15.95 | 20% |
| Returns for 3 years | 11.92 | 37.60 | 32% |
| Returns for 5 years | 39.50 | 90.19 | 44% |
| Returns for 10 years | 92.31 | 187.49 | 49% |
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