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SPXKX vs VTSAX
SPXKX vs VTSAX Comparison
Open Charts SPXKX vs VTSAX
Shelton S&P 500 Index K
Price$84.40
Change-$0.45 (-0.53%)
VolumeN/A
Net Assets320.3M
Vanguard Total Stock Mkt Idx Adm
Price$165.95
Change-$0.73 (-0.44%)
VolumeN/A
Net Assets2.06T
SPXKX vs VTSAX Comparison Chart in %
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SPXKX vs. VTSAX commentary
Jan 15, 2026
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: 2.06T vs. SPXKX (320M). VTSAX pays higher dividends than SPXKX: VTSAX (1.11) vs SPXKX (0.34). 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: 10.00 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 : 18.30 vs. SPXKX (16.50). VTSAX return over 5 years is better than : 73.66 vs. SPXKX (40.00).
| 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 | 1.714 | 1.685 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 320M | 2.06T | 0% |
| Annual Yield % from dividends | 0.34 | 1.11 | 31% |
| Returns for 1 year | 16.50 | 18.30 | 90% |
| Returns for 3 years | 41.87 | 70.93 | 59% |
| Returns for 5 years | 40.00 | 73.66 | 54% |
| Returns for 10 years | 147.83 | 271.16 | 55% |
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