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SPXKX vs VTSAX
SPXKX vs VTSAX Comparison
Open Charts SPXKX vs VTSAX
Shelton S&P 500 Index K
Price$83.22
Change+$0.31 (+0.37%)
VolumeN/A
Net Assets303.44M
Vanguard Total Stock Mkt Idx Adm
Price$158.32
Change+$0.52 (+0.33%)
VolumeN/A
Net Assets2.05T
SPXKX vs VTSAX Comparison Chart in %
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SPXKX vs. VTSAX commentary
Nov 20, 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: 2.05T vs. SPXKX (303M). VTSAX pays higher dividends than SPXKX: VTSAX (1.11) vs SPXKX (0.36). SPXKX was incepted earlier than VTSAX: SPXKX (22 years) vs VTSAX (25 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 : 10.80 vs. SPXKX (-0.46). VTSAX return over 5 years is better than : 77.64 vs. SPXKX (35.98).
| 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 | 25 years | - |
| Gain YTD | 12.896 | 11.966 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 303M | 2.05T | 0% |
| Annual Yield % from dividends | 0.36 | 1.11 | 32% |
| Returns for 1 year | -0.46 | 10.80 | -4% |
| Returns for 3 years | 35.32 | 63.88 | 55% |
| Returns for 5 years | 35.98 | 77.64 | 46% |
| Returns for 10 years | 112.31 | 214.45 | 52% |