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SPXKX vs VTSAX
SPXKX vs VTSAX Comparison
Open Charts SPXKX vs VTSAX
Shelton S&P 500 Index K
Price$84.40
Change+$0.30 (+0.36%)
VolumeN/A
Net Assets309.94M
Vanguard Total Stock Mkt Idx Adm
Price$161.22
Change+$0.60 (+0.37%)
VolumeN/A
Net Assets2.02T
SPXKX vs VTSAX Comparison Chart in %
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SPXKX vs. VTSAX commentary
Oct 07, 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: 2.02T vs. SPXKX (310M). VTSAX pays higher dividends than SPXKX: VTSAX (1.13) vs SPXKX (0.37). 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 : 16.79 vs. SPXKX (3.93). VTSAX return over 5 years is better than : 89.98 vs. SPXKX (43.63).
| 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 | 25 years | - |
| Gain YTD | 14.516 | 13.967 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 310M | 2.02T | 0% |
| Annual Yield % from dividends | 0.37 | 1.13 | 32% |
| Returns for 1 year | 3.93 | 16.79 | 23% |
| Returns for 3 years | 49.80 | 81.43 | 61% |
| Returns for 5 years | 43.63 | 89.98 | 48% |
| Returns for 10 years | 123.68 | 230.58 | 54% |
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