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SPXKX vs VSMPX
SPXKX vs VSMPX Comparison
Open Charts SPXKX vs VSMPX
Shelton S&P 500 Index K
Price$80.79
Change-$0.22 (-0.27%)
VolumeN/A
Net Assets300.09M
Vanguard Total Stock Mkt Idx Instl Pls
Price$289.01
Change-$0.76 (-0.26%)
VolumeN/A
Net Assets1.91T
SPXKX vs VSMPX Comparison Chart in %
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SPXKX vs. VSMPX commentary
Aug 18, 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. SPXKX (300M). VSMPX pays higher dividends than SPXKX: VSMPX (1.20) vs SPXKX (0.41). SPXKX was incepted earlier than VSMPX: SPXKX (22 years) vs VSMPX (10 years). SPXKX (0.93) is less costly to investors than VSMPX (0.02). SPXKX is a more actively managed with annual turnover of: 7.00 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 : 16.22 vs. SPXKX (3.56). VSMPX return over 5 years is better than : 85.90 vs. SPXKX (39.85).
| 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 | 10 years | - |
| Gain YTD | 9.918 | 9.284 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 300M | 1.91T | 0% |
| Annual Yield % from dividends | 0.41 | 1.20 | 34% |
| Returns for 1 year | 3.56 | 16.22 | 22% |
| Returns for 3 years | 21.79 | 46.86 | 46% |
| Returns for 5 years | 39.85 | 85.90 | 46% |
| Returns for 10 years | 105.98 | 193.56 | 55% |
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