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SPXKX vs VTSAX
SPXKX vs VTSAX Comparison
Open Charts SPXKX vs VTSAX
Shelton S&P 500 Index K
Price$78.63
Change+$0.66 (+0.85%)
VolumeN/A
Net Assets293.61M
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
SPXKX vs VTSAX Comparison Chart in %
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SPXKX vs. VTSAX commentary
Jul 06, 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: 1.82T vs. SPXKX (294M). 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 : 13.89 vs. SPXKX (0.96). VTSAX return over 5 years is better than : 95.62 vs. SPXKX (46.78).
| 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 | 6.979 | 6.416 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 294M | 1.82T | 0% |
| Annual Yield % from dividends | 0.42 | 1.21 | 34% |
| Returns for 1 year | 0.96 | 13.89 | 7% |
| Returns for 3 years | 33.46 | 62.12 | 54% |
| Returns for 5 years | 46.78 | 95.62 | 49% |
| Returns for 10 years | 103.45 | 198.69 | 52% |
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