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SPXKX vs VSTSX
SPXKX vs VSTSX Comparison
Open Charts SPXKX vs VSTSX
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 Sel
Price$282.92
Change+$2.98 (+1.06%)
VolumeN/A
Net Assets1.82T
SPXKX vs VSTSX Comparison Chart
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SPXKX vs. VSTSX 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.82T vs. SPXKX (279M). VSTSX pays higher dividends than SPXKX: VSTSX (1.29) vs SPXKX (0.43). 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 : 10.98 vs. SPXKX (-1.23). VSTSX return over 5 years is better than : 81.06 vs. SPXKX (36.08).
| 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 | 1.166 | 0.839 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 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 | 10.98 | -11% |
| Returns for 3 years | 16.18 | 40.43 | 40% |
| Returns for 5 years | 36.08 | 81.06 | 45% |
| Returns for 10 years | 91.11 | N/A | - |
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