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SPXKX vs VFINX
SPXKX vs VFINX Comparison
Open Charts SPXKX vs VFINX
Shelton S&P 500 Index K
Price$74.92
Change+$0.53 (+0.71%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$551.24
Change+$2.41 (+0.44%)
VolumeN/A
CapitalizationN/A
SPXKX vs VFINX Comparison Chart
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SPXKX vs. VFINX 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 VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.37T 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 (48 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 : 26.11 vs. SPXKX (11.84). VFINX return over 5 years is better than : 86.05 vs. SPXKX (35.97).
| SPXKX | VFINX | SPXKX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 48 years | - |
| Gain YTD | 11.491 | 25.680 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 289M | 1.37T | 0% |
| Annual Yield % from dividends | 0.58 | 1.24 | 47% |
| Returns for 1 year | 11.84 | 26.11 | 45% |
| Returns for 3 years | 2.94 | 26.88 | 11% |
| Returns for 5 years | 35.97 | 86.05 | 42% |
| Returns for 10 years | 91.79 | 187.38 | 49% |
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