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SPXKX vs VTSAX
SPXKX vs VTSAX Comparison
Open Charts SPXKX vs VTSAX
Shelton S&P 500 Index K
Price$73.31
Change-$1.31 (-1.76%)
VolumeN/A
Net Assets288.96M
Vanguard Total Stock Mkt Idx Adm
Price$139.99
Change-$2.62 (-1.84%)
VolumeN/A
Net Assets1.84T
SPXKX vs VTSAX Comparison Chart
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SPXKX vs. VTSAX commentary
Mar 04, 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 Hold and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. SPXKX (289M). VTSAX pays higher dividends than SPXKX: VTSAX (1.35) vs SPXKX (0.58). SPXKX was incepted earlier than VTSAX: SPXKX (21 years) vs VTSAX (24 years). VTSAX is a more actively managed with annual turnover of: 2.00 vs. SPXKX (1.00). 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 : 15.05 vs. SPXKX (3.16). VTSAX return over 5 years is better than : 85.29 vs. SPXKX (39.50).
| SPXKX | VTSAX | SPXKX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 1.290 | 1.120 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 289M | 1.84T | 0% |
| Annual Yield % from dividends | 0.58 | 1.35 | 43% |
| Returns for 1 year | 3.16 | 15.05 | 21% |
| Returns for 3 years | 11.92 | 34.78 | 34% |
| Returns for 5 years | 39.50 | 85.29 | 46% |
| Returns for 10 years | 92.31 | 183.34 | 50% |
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