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SPXKX vs VTSAX
SPXKX vs VTSAX Comparison
Open Charts SPXKX vs VTSAX
Shelton S&P 500 Index K
Price$83.27
Change+$0.49 (+0.59%)
VolumeN/A
Net Assets306.55M
Vanguard Total Stock Mkt Idx Adm
Price$159.25
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
SPXKX vs VTSAX Comparison Chart in %
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SPXKX vs. VTSAX commentary
Sep 28, 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: 1.95T vs. SPXKX (307M). VTSAX pays higher dividends than SPXKX: VTSAX (1.16) vs SPXKX (0.40). 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 : 15.64 vs. SPXKX (2.93). VTSAX return over 5 years is better than : 96.61 vs. SPXKX (47.33).
| 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 | 13.292 | 12.971 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 307M | 1.95T | 0% |
| Annual Yield % from dividends | 0.40 | 1.16 | 35% |
| Returns for 1 year | 2.93 | 15.64 | 19% |
| Returns for 3 years | 48.01 | 80.33 | 60% |
| Returns for 5 years | 47.33 | 96.61 | 49% |
| Returns for 10 years | 135.91 | 250.82 | 54% |
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