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SPXKX vs VTSAX
SPXKX vs VTSAX Comparison
Open Charts SPXKX vs VTSAX
Shelton S&P 500 Index K
Price$75.21
Change+$0.77 (+1.03%)
VolumeN/A
Net Assets279.3M
Vanguard Total Stock Mkt Idx Adm
Price$143.67
Change+$1.52 (+1.07%)
VolumeN/A
Net Assets1.82T
SPXKX vs VTSAX Comparison Chart
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SPXKX vs. VTSAX commentary
Jun 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: 1.82T vs. SPXKX (279M). VTSAX pays higher dividends than SPXKX: VTSAX (1.28) vs SPXKX (0.43). 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 : 10.96 vs. SPXKX (-1.23). VTSAX return over 5 years is better than : 80.95 vs. SPXKX (36.08).
| 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 | 1.166 | 0.826 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279M | 1.82T | 0% |
| Annual Yield % from dividends | 0.43 | 1.28 | 34% |
| Returns for 1 year | -1.23 | 10.96 | -11% |
| Returns for 3 years | 16.18 | 40.35 | 40% |
| Returns for 5 years | 36.08 | 80.95 | 45% |
| Returns for 10 years | 91.11 | 180.53 | 50% |
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