Interact to see
Advertisement
Advertisement
SPXKX vs VSMPX
SPXKX vs VSMPX Comparison
Open Charts SPXKX vs VSMPX
Shelton S&P 500 Index K
Price$75.21
Change+$0.77 (+1.03%)
VolumeN/A
Net Assets279.3M
Vanguard Total Stock Mkt Idx Instl Pls
Price$269.55
Change+$2.84 (+1.06%)
VolumeN/A
Net Assets1.82T
SPXKX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SPXKX vs. VSMPX commentary
Jun 07, 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: 1.82T vs. SPXKX (279M). VSMPX pays higher dividends than SPXKX: VSMPX (1.29) vs SPXKX (0.43). 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 : 10.97 vs. SPXKX (-1.23). VSMPX return over 5 years is better than : 81.02 vs. SPXKX (36.08).
| 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 | 1.166 | 0.837 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279M | 1.82T | 0% |
| Annual Yield % from dividends | 0.43 | 1.29 | 34% |
| Returns for 1 year | -1.23 | 10.97 | -11% |
| Returns for 3 years | 16.18 | 40.40 | 40% |
| Returns for 5 years | 36.08 | 81.02 | 45% |
| Returns for 10 years | 91.11 | 171.64 | 53% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement