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SPXKX vs VTSAX
SPXKX vs VTSAX Comparison
Open Charts SPXKX vs VTSAX
Shelton S&P 500 Index K
Price$80.79
Change-$0.22 (-0.27%)
VolumeN/A
Net Assets300.09M
Vanguard Total Stock Mkt Idx Adm
Price$154.04
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
SPXKX vs VTSAX Comparison Chart in %
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SPXKX vs. VTSAX commentary
Aug 18, 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 (300M). VTSAX pays higher dividends than SPXKX: VTSAX (1.18) vs SPXKX (0.41). 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 : 16.22 vs. SPXKX (3.56). VTSAX return over 5 years is better than : 85.86 vs. SPXKX (39.85).
| 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 | 9.918 | 9.275 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 300M | 1.91T | 0% |
| Annual Yield % from dividends | 0.41 | 1.18 | 35% |
| Returns for 1 year | 3.56 | 16.22 | 22% |
| Returns for 3 years | 21.79 | 46.82 | 47% |
| Returns for 5 years | 39.85 | 85.86 | 46% |
| Returns for 10 years | 105.98 | 203.17 | 52% |
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