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SPXKX vs VTSAX
SPXKX vs VTSAX Comparison
Open Charts SPXKX vs VTSAX
Shelton S&P 500 Index K
Price$84.39
Change-$1.41 (-1.64%)
VolumeN/A
Net Assets314.17M
Vanguard Total Stock Mkt Idx Adm
Price$160.60
Change-$2.86 (-1.75%)
VolumeN/A
Net Assets2.05T
SPXKX vs VTSAX Comparison Chart in %
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SPXKX vs. VTSAX commentary
Nov 14, 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.05T vs. SPXKX (314M). VTSAX pays higher dividends than SPXKX: VTSAX (1.11) vs SPXKX (0.36). SPXKX was incepted earlier than VTSAX: SPXKX (22 years) vs VTSAX (25 years). SPXKX (0.93) is less costly to investors than VTSAX (0.04). SPXKX is a more actively managed with annual turnover of: 7.00 vs. VTSAX (2.00). SPXKX has a lower initial minimum investment than VTSAX: SPXKX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 11.52 vs. SPXKX (1.89). VTSAX return over 5 years is better than : 80.80 vs. SPXKX (39.68).
| SPXKX | VTSAX | SPXKX / VTSAX | |
| Total Expense Ratio | 0.93 | 0.04 | 2,325% |
| Annual Report Gross Expense Ratio | 0.93 | 0.04 | 2,325% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 16.831 | 13.952 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 314M | 2.05T | 0% |
| Annual Yield % from dividends | 0.36 | 1.11 | 32% |
| Returns for 1 year | 1.89 | 11.52 | 16% |
| Returns for 3 years | 39.17 | 66.89 | 59% |
| Returns for 5 years | 39.68 | 80.80 | 49% |
| Returns for 10 years | 127.02 | 225.71 | 56% |
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