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SPXKX vs VSMPX
SPXKX vs VSMPX Comparison
Open Charts SPXKX vs VSMPX
Shelton S&P 500 Index K
Price$80.69
Change-$0.16 (-0.20%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$256.96
Change-$0.63 (-0.24%)
VolumeN/A
CapitalizationN/A
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VS
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SPXKX vs VSMPX Comparison Chart
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SPXKX vs. VSMPX commentary
Sep 21, 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 Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. SPXKX (284M). VSMPX pays higher dividends than SPXKX: VSMPX (1.36) vs SPXKX (0.58). SPXKX was incepted earlier than VSMPX: SPXKX (21 years) vs VSMPX (9 years). VSMPX is a more actively managed with annual turnover of: 2.00 vs. SPXKX (1.00). 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 : 31.58 vs. SPXKX (23.26). VSMPX return over 5 years is better than : 85.73 vs. SPXKX (46.84).
| SPXKX | VSMPX | SPXKX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 9 years | - |
| Gain YTD | 19.944 | 18.661 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 284M | 1.72T | 0% |
| Annual Yield % from dividends | 0.58 | 1.36 | 43% |
| Returns for 1 year | 23.26 | 31.58 | 74% |
| Returns for 3 years | 15.00 | 25.38 | 59% |
| Returns for 5 years | 46.84 | 85.73 | 55% |
| Returns for 10 years | 117.36 | N/A | - |
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