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SPXKX vs VTSAX
SPXKX vs VTSAX Comparison
Open Charts SPXKX vs VTSAX
Shelton S&P 500 Index K
Price$81.24
Change-$0.24 (-0.29%)
VolumeN/A
Net Assets302.08M
Vanguard Total Stock Mkt Idx Adm
Price$155.55
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
SPXKX vs VTSAX Comparison Chart in %
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SPXKX vs. VTSAX commentary
Sep 08, 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: 1.95T vs. SPXKX (302M). 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 : 18.04 vs. SPXKX (4.86). VTSAX return over 5 years is better than : 84.96 vs. SPXKX (38.29).
| 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 | 10.530 | 10.346 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 302M | 1.95T | 0% |
| Annual Yield % from dividends | 0.40 | 1.16 | 35% |
| Returns for 1 year | 4.86 | 18.04 | 27% |
| Returns for 3 years | 34.80 | 63.66 | 55% |
| Returns for 5 years | 38.29 | 84.96 | 45% |
| Returns for 10 years | 120.34 | 224.91 | 54% |
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