Interact to see
Advertisement
Advertisement
SPXKX vs VSMPX
SPXKX vs VSMPX Comparison
Open Charts SPXKX vs VSMPX
Shelton S&P 500 Index K
Price$84.40
Change-$0.45 (-0.53%)
VolumeN/A
Net Assets320.3M
Vanguard Total Stock Mkt Idx Instl Pls
Price$311.35
Change-$1.37 (-0.44%)
VolumeN/A
Net Assets2.06T
SPXKX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SPXKX vs. VSMPX commentary
Jan 15, 2026
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 Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. SPXKX (320M). VSMPX pays higher dividends than SPXKX: VSMPX (1.13) vs SPXKX (0.34). SPXKX was incepted earlier than VSMPX: SPXKX (22 years) vs VSMPX (11 years). SPXKX (0.93) is less costly to investors than VSMPX (0.02). SPXKX is a more actively managed with annual turnover of: 10.00 vs. VSMPX (2.00). SPXKX has a lower initial minimum investment than VSMPX: SPXKX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 18.30 vs. SPXKX (16.50). VSMPX return over 5 years is better than : 73.71 vs. SPXKX (40.00).
| SPXKX | VSMPX | SPXKX / VSMPX | |
| Total Expense Ratio | 0.93 | 0.02 | 4,650% |
| Annual Report Gross Expense Ratio | 0.93 | 0.02 | 4,650% |
| Fund Existence | 22 years | 11 years | - |
| Gain YTD | 1.714 | 1.685 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 320M | 2.06T | 0% |
| Annual Yield % from dividends | 0.34 | 1.13 | 31% |
| Returns for 1 year | 16.50 | 18.30 | 90% |
| Returns for 3 years | 41.87 | 70.98 | 59% |
| Returns for 5 years | 40.00 | 73.71 | 54% |
| Returns for 10 years | 147.83 | 259.47 | 57% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers