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SPXKX vs VSTSX
SPXKX vs VSTSX Comparison
Open Charts SPXKX vs VSTSX
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 Sel
Price$266.64
Change+$1.93 (+0.73%)
VolumeN/A
Net Assets1.72T
SPXKX vs VSTSX Comparison Chart
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SPXKX vs. VSTSX 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.72T vs. SPXKX (266M). VSTSX pays higher dividends than SPXKX: VSTSX (1.38) vs SPXKX (0.46). SPXKX was incepted earlier than VSTSX: SPXKX (22 years) vs VSTSX (9 years). SPXKX (0.93) is less costly to investors than VSTSX (0.01). SPXKX is a more actively managed with annual turnover of: 7.00 vs. VSTSX (2.00). SPXKX has a lower initial minimum investment than VSTSX: SPXKX (1000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 7.87 vs. SPXKX (-3.39). VSTSX return over 5 years is better than : 88.05 vs. SPXKX (40.77).
| SPXKX | VSTSX | SPXKX / VSTSX | |
| Total Expense Ratio | 0.93 | 0.01 | 9,300% |
| Annual Report Gross Expense Ratio | 0.93 | 0.01 | 9,300% |
| Fund Existence | 22 years | 9 years | - |
| Gain YTD | -4.161 | -4.647 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266M | 1.72T | 0% |
| Annual Yield % from dividends | 0.46 | 1.38 | 33% |
| Returns for 1 year | -3.39 | 7.87 | -43% |
| Returns for 3 years | 14.82 | 39.48 | 38% |
| Returns for 5 years | 40.77 | 88.05 | 46% |
| Returns for 10 years | 79.13 | N/A | - |
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