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SPXKX vs VTSAX
SPXKX vs VTSAX Comparison
Open Charts SPXKX vs VTSAX
Shelton S&P 500 Index K
Price$76.04
Change+$0.40 (+0.53%)
VolumeN/A
Net Assets293.58M
Vanguard Total Stock Mkt Idx Adm
Price$146.13
Change+$0.88 (+0.61%)
VolumeN/A
Net Assets1.78T
SPXKX vs VTSAX Comparison Chart
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SPXKX vs. VTSAX commentary
Jan 31, 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 VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. SPXKX (294M). 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 : 24.49 vs. SPXKX (10.95). VTSAX return over 5 years is better than : 83.08 vs. SPXKX (37.36).
| 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 | 2.674 | 2.992 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 294M | 1.78T | 0% |
| Annual Yield % from dividends | 0.58 | 1.35 | 43% |
| Returns for 1 year | 10.95 | 24.49 | 45% |
| Returns for 3 years | 8.87 | 31.85 | 28% |
| Returns for 5 years | 37.36 | 83.08 | 45% |
| Returns for 10 years | 100.30 | 197.28 | 51% |
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