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SPXKX vs VSMPX
SPXKX vs VSMPX Comparison
Open Charts SPXKX vs VSMPX
Shelton S&P 500 Index K
Price$78.63
Change+$0.66 (+0.85%)
VolumeN/A
Net Assets293.61M
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
SPXKX vs VSMPX Comparison Chart in %
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SPXKX vs. VSMPX commentary
Jul 06, 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: 1.82T vs. SPXKX (294M). VSMPX pays higher dividends than SPXKX: VSMPX (1.22) vs SPXKX (0.42). 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 : 13.90 vs. SPXKX (0.96). VSMPX return over 5 years is better than : 95.69 vs. SPXKX (46.78).
| 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 | 6.979 | 6.426 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 294M | 1.82T | 0% |
| Annual Yield % from dividends | 0.42 | 1.22 | 34% |
| Returns for 1 year | 0.96 | 13.90 | 7% |
| Returns for 3 years | 33.46 | 62.17 | 54% |
| Returns for 5 years | 46.78 | 95.69 | 49% |
| Returns for 10 years | 103.45 | 189.21 | 55% |
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