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SPXKX vs VTSMX
SPXKX vs VTSMX Comparison
Open Charts SPXKX vs VTSMX
Shelton S&P 500 Index K
Price$78.42
Change+$0.25 (+0.32%)
VolumeN/A
Net Assets292.3M
Vanguard Total Stock Mkt Idx I
Price$149.57
Change+$0.58 (+0.39%)
VolumeN/A
Net Assets1.91T
SPXKX vs VTSMX Comparison Chart in %
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SPXKX vs. VTSMX commentary
Jul 17, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. SPXKX (292M). VTSMX pays higher dividends than SPXKX: VTSMX (1.12) vs SPXKX (0.42). SPXKX was incepted earlier than VTSMX: SPXKX (22 years) vs VTSMX (33 years). SPXKX (0.93) is less costly to investors than VTSMX (0.14). SPXKX is a more actively managed with annual turnover of: 7.00 vs. VTSMX (2.00). SPXKX has a lower initial minimum investment than VTSMX: SPXKX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 9.80 vs. SPXKX (-1.95). VTSMX return over 5 years is better than : 88.36 vs. SPXKX (41.62).
| SPXKX | VTSMX | SPXKX / VTSMX | |
| Total Expense Ratio | 0.93 | 0.14 | 664% |
| Annual Report Gross Expense Ratio | 0.93 | 0.14 | 664% |
| Fund Existence | 22 years | 33 years | - |
| Gain YTD | 6.354 | 5.711 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 292M | 1.91T | 0% |
| Annual Yield % from dividends | 0.42 | 1.12 | 37% |
| Returns for 1 year | -1.95 | 9.80 | -20% |
| Returns for 3 years | 31.37 | 59.40 | 53% |
| Returns for 5 years | 41.62 | 88.36 | 47% |
| Returns for 10 years | 96.79 | 188.76 | 51% |
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