Interact to see
Advertisement
Advertisement
SPXKX vs VSMPX
SPXKX vs VSMPX Comparison
Open Charts SPXKX vs VSMPX
Shelton S&P 500 Index K
Price$79.42
Change+$0.57 (+0.72%)
VolumeN/A
Net Assets294.14M
Vanguard Total Stock Mkt Idx Instl Pls
Price$284.20
Change+$1.84 (+0.65%)
VolumeN/A
Net Assets1.91T
SPXKX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SPXKX vs. VSMPX commentary
Aug 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 StrongBuy and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. SPXKX (294M). VSMPX pays higher dividends than SPXKX: VSMPX (1.20) vs SPXKX (0.41). 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 : 20.03 vs. SPXKX (6.95). VSMPX return over 5 years is better than : 82.79 vs. SPXKX (37.44).
| 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 | 7.279 | 6.770 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 294M | 1.91T | 0% |
| Annual Yield % from dividends | 0.41 | 1.20 | 34% |
| Returns for 1 year | 6.95 | 20.03 | 35% |
| Returns for 3 years | 23.48 | 49.30 | 48% |
| Returns for 5 years | 37.44 | 82.79 | 45% |
| Returns for 10 years | 103.05 | 189.82 | 54% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement