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SPXKX vs VSTSX
SPXKX vs VSTSX Comparison
Open Charts SPXKX vs VSTSX
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 Sel
Price$298.30
Change+$1.93 (+0.65%)
VolumeN/A
Net Assets1.91T
SPXKX vs VSTSX Comparison Chart in %
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SPXKX vs. VSTSX 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 VSTSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.91T vs. SPXKX (294M). VSTSX pays higher dividends than SPXKX: VSTSX (1.20) vs SPXKX (0.41). 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 : 20.04 vs. SPXKX (6.95). VSTSX return over 5 years is better than : 82.85 vs. SPXKX (37.44).
| 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 | 7.279 | 6.773 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 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 | 20.04 | 35% |
| Returns for 3 years | 23.48 | 49.34 | 48% |
| Returns for 5 years | 37.44 | 82.85 | 45% |
| Returns for 10 years | 103.05 | N/A | - |
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