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SPXKX vs VTSAX
SPXKX vs VTSAX Comparison
Open Charts SPXKX vs VTSAX
Shelton S&P 500 Index K
Price$84.13
Change+$0.46 (+0.55%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$143.61
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
SPXKX vs VTSAX Comparison Chart
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SPXKX vs. VTSAX commentary
Nov 22, 2024
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 StrongSell and VTSAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.73T 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 : 31.18 vs. SPXKX (22.08). VTSAX return over 5 years is better than : 87.20 vs. SPXKX (47.09).
| 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 | 25.197 | 24.432 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 294M | 1.73T | 0% |
| Annual Yield % from dividends | 0.58 | 1.35 | 43% |
| Returns for 1 year | 22.08 | 31.18 | 71% |
| Returns for 3 years | 11.53 | 23.13 | 50% |
| Returns for 5 years | 47.09 | 87.20 | 54% |
| Returns for 10 years | 116.76 | 188.65 | 62% |
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