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SPXKX vs VTSMX
SPXKX vs VTSMX Comparison
Open Charts SPXKX vs VTSMX
Shelton S&P 500 Index K
Price$84.31
Change-$0.02 (-0.02%)
VolumeN/A
Net Assets320.23M
Vanguard Total Stock Mkt Idx I
Price$165.41
Change+$4.46 (+2.77%)
VolumeN/A
Net Assets2.06T
SPXKX vs VTSMX Comparison Chart in %
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SPXKX vs. VTSMX commentary
Feb 04, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. SPXKX (320M). VTSMX pays higher dividends than SPXKX: VTSMX (1.00) vs SPXKX (0.34). SPXKX was incepted earlier than VTSMX: SPXKX (22 years) vs VTSMX (34 years). SPXKX (0.92) is less costly to investors than VTSMX (0.14). SPXKX is a more actively managed with annual turnover of: 10.00 vs. VTSMX (2.00). SPXKX has a lower initial minimum investment than VTSMX: SPXKX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 14.79 vs. SPXKX (12.72). VTSMX return over 5 years is better than : 68.19 vs. SPXKX (36.40).
| SPXKX | VTSMX | SPXKX / VTSMX | |
| Total Expense Ratio | 0.92 | 0.14 | 657% |
| Annual Report Gross Expense Ratio | 0.92 | 0.14 | 657% |
| Fund Existence | 22 years | 34 years | - |
| Gain YTD | 1.067 | 1.373 | 78% |
| 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 | 1.00 | 34% |
| Returns for 1 year | 12.72 | 14.79 | 86% |
| Returns for 3 years | 36.26 | 63.99 | 57% |
| Returns for 5 years | 36.40 | 68.19 | 53% |
| Returns for 10 years | 145.92 | 270.18 | 54% |
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