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SPXKX vs VTSAX
SPXKX vs VTSAX Comparison
Open Charts SPXKX vs VTSAX
Shelton S&P 500 Index K
Price$79.98
Change+$0.32 (+0.40%)
VolumeN/A
Net Assets298.61M
Vanguard Total Stock Mkt Idx Adm
Price$152.65
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
SPXKX vs VTSAX Comparison Chart in %
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SPXKX vs. VTSAX commentary
Jul 27, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. SPXKX (299M). VTSAX pays higher dividends than SPXKX: VTSAX (1.21) vs SPXKX (0.42). 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 : 17.75 vs. SPXKX (5.30). VTSAX return over 5 years is better than : 93.55 vs. SPXKX (45.31).
| 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 | 8.816 | 8.289 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 299M | 1.91T | 0% |
| Annual Yield % from dividends | 0.42 | 1.21 | 34% |
| Returns for 1 year | 5.30 | 17.75 | 30% |
| Returns for 3 years | 32.45 | 60.63 | 54% |
| Returns for 5 years | 45.31 | 93.55 | 48% |
| Returns for 10 years | 104.59 | 201.64 | 52% |
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