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SPXKX vs VSMPX
SPXKX vs VSMPX Comparison
Open Charts SPXKX vs VSMPX
Shelton S&P 500 Index K
Price$84.39
Change-$1.41 (-1.64%)
VolumeN/A
Net Assets314.17M
Vanguard Total Stock Mkt Idx Instl Pls
Price$301.31
Change-$5.38 (-1.75%)
VolumeN/A
Net Assets2.05T
SPXKX vs VSMPX Comparison Chart in %
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SPXKX vs. VSMPX commentary
Nov 15, 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 Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. SPXKX (314M). VSMPX pays higher dividends than SPXKX: VSMPX (1.12) vs SPXKX (0.36). 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: 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 : 11.53 vs. SPXKX (0.18). VSMPX return over 5 years is better than : 80.85 vs. SPXKX (37.38).
| 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 | 14.911 | 13.959 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 314M | 2.05T | 0% |
| Annual Yield % from dividends | 0.36 | 1.12 | 32% |
| Returns for 1 year | 0.18 | 11.53 | 2% |
| Returns for 3 years | 38.09 | 66.94 | 57% |
| Returns for 5 years | 37.38 | 80.85 | 46% |
| Returns for 10 years | 119.96 | 215.35 | 56% |
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