Ad is loading...
SPXKX vs VTSMX
SPXKX vs VTSMX Comparison
Open Charts SPXKX vs VTSMX
Shelton S&P 500 Index K
Price$70.93
Change+$0.41 (+0.58%)
VolumeN/A
Net Assets265.79M
Vanguard Total Stock Mkt Idx I
Price$135.37
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
SPXKX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SPXKX vs. VTSMX commentary
May 09, 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: 1.72T vs. SPXKX (266M). VTSMX pays higher dividends than SPXKX: VTSMX (1.26) vs SPXKX (0.46). 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 : 7.85 vs. SPXKX (-3.39). VTSMX return over 5 years is better than : 87.92 vs. SPXKX (40.77).
| 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 | -4.161 | -4.660 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266M | 1.72T | 0% |
| Annual Yield % from dividends | 0.46 | 1.26 | 36% |
| Returns for 1 year | -3.39 | 7.85 | -43% |
| Returns for 3 years | 14.82 | 39.37 | 38% |
| Returns for 5 years | 40.77 | 87.92 | 46% |
| Returns for 10 years | 79.13 | 162.78 | 49% |
View a ticker or compare two or three
VS
VS
Ad is loading...