Ad is loading...
SPXKX vs VTSAX
SPXKX vs VTSAX Comparison
Open Charts SPXKX vs VTSAX
Shelton S&P 500 Index K
Price$66.09
Change-$1.51 (-2.23%)
VolumeN/A
Net Assets256.98M
Vanguard Total Stock Mkt Idx Adm
Price$125.68
Change-$2.70 (-2.10%)
VolumeN/A
Net Assets1.7T
SPXKX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SPXKX vs. VTSAX commentary
Apr 18, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.7T vs. SPXKX (257M). VTSAX pays higher dividends than SPXKX: VTSAX (1.35) vs SPXKX (0.45). SPXKX was incepted earlier than VTSAX: SPXKX (22 years) vs VTSAX (24 years). SPXKX (0.93) is less costly to investors than VTSAX (0.04). SPXKX is a more actively managed with annual turnover of: 7.00 vs. VTSAX (2.00). SPXKX has a lower initial minimum investment than VTSAX: SPXKX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 5.94 vs. SPXKX (-4.92). VTSAX return over 5 years is better than : 84.84 vs. SPXKX (37.63).
| SPXKX | VTSAX | SPXKX / VTSAX | |
| Total Expense Ratio | 0.93 | 0.04 | 2,325% |
| Annual Report Gross Expense Ratio | 0.93 | 0.04 | 2,325% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | -8.129 | -8.941 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 257M | 1.7T | 0% |
| Annual Yield % from dividends | 0.45 | 1.35 | 34% |
| Returns for 1 year | -4.92 | 5.94 | -83% |
| Returns for 3 years | 0.01 | 19.85 | 0% |
| Returns for 5 years | 37.63 | 84.84 | 44% |
| Returns for 10 years | 73.97 | 153.74 | 48% |
View a ticker or compare two or three
VS
VS
Ad is loading...