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SPXKX vs VTSAX
SPXKX vs VTSAX Comparison
Open Charts SPXKX vs VTSAX
Shelton S&P 500 Index K
Price$80.69
Change-$0.16 (-0.20%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$136.96
Change-$0.34 (-0.25%)
VolumeN/A
CapitalizationN/A
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SPXKX vs VTSAX Comparison Chart
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SPXKX vs. VTSAX commentary
Sep 21, 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 Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. SPXKX (284M). 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 : 31.56 vs. SPXKX (23.26). VTSAX return over 5 years is better than : 85.68 vs. SPXKX (46.84).
| 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 | 19.944 | 18.645 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 284M | 1.72T | 0% |
| Annual Yield % from dividends | 0.58 | 1.35 | 43% |
| Returns for 1 year | 23.26 | 31.56 | 74% |
| Returns for 3 years | 15.00 | 25.35 | 59% |
| Returns for 5 years | 46.84 | 85.68 | 55% |
| Returns for 10 years | 117.36 | 188.32 | 62% |
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