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SPXKX vs VSMPX
SPXKX vs VSMPX Comparison
Open Charts SPXKX vs VSMPX
Shelton S&P 500 Index K
Price$70.93
Change+$0.41 (+0.58%)
VolumeN/A
Net Assets265.79M
Vanguard Total Stock Mkt Idx Instl Pls
Price$254.04
Change+$1.84 (+0.73%)
VolumeN/A
Net Assets1.72T
SPXKX vs VSMPX Comparison Chart
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SPXKX vs. VSMPX commentary
May 09, 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. SPXKX (266M). VSMPX pays higher dividends than SPXKX: VSMPX (1.37) vs SPXKX (0.46). SPXKX was incepted earlier than VSMPX: SPXKX (22 years) vs VSMPX (10 years). SPXKX (0.93) is less costly to investors than VSMPX (0.02). SPXKX is a more actively managed with annual turnover of: 7.00 vs. VSMPX (2.00). SPXKX has a lower initial minimum investment than VSMPX: SPXKX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 7.86 vs. SPXKX (-3.39). VSMPX return over 5 years is better than : 88.00 vs. SPXKX (40.77).
| SPXKX | VSMPX | SPXKX / VSMPX | |
| Total Expense Ratio | 0.93 | 0.02 | 4,650% |
| Annual Report Gross Expense Ratio | 0.93 | 0.02 | 4,650% |
| Fund Existence | 22 years | 10 years | - |
| Gain YTD | -4.161 | -4.649 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266M | 1.72T | 0% |
| Annual Yield % from dividends | 0.46 | 1.37 | 33% |
| Returns for 1 year | -3.39 | 7.86 | -43% |
| Returns for 3 years | 14.82 | 39.43 | 38% |
| Returns for 5 years | 40.77 | 88.00 | 46% |
| Returns for 10 years | 79.13 | 155.00 | 51% |
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