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SPXKX vs VTSMX
SPXKX vs VTSMX Comparison
Open Charts SPXKX vs VTSMX
Shelton S&P 500 Index K
Price$78.63
Change+$0.66 (+0.85%)
VolumeN/A
Net Assets293.61M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
SPXKX vs VTSMX Comparison Chart in %
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SPXKX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. SPXKX (294M). VTSMX pays higher dividends than SPXKX: VTSMX (1.12) vs SPXKX (0.42). SPXKX was incepted earlier than VTSMX: SPXKX (22 years) vs VTSMX (33 years). SPXKX (0.93) is less costly to investors than VTSMX (0.14). SPXKX is a more actively managed with annual turnover of: 7.00 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 : 13.89 vs. SPXKX (0.96). VTSMX return over 5 years is better than : 95.59 vs. SPXKX (46.78).
| SPXKX | VTSMX | SPXKX / VTSMX | |
| Total Expense Ratio | 0.93 | 0.14 | 664% |
| Annual Report Gross Expense Ratio | 0.93 | 0.14 | 664% |
| Fund Existence | 22 years | 33 years | - |
| Gain YTD | 6.979 | 6.421 | 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 | 1.12 | 37% |
| Returns for 1 year | 0.96 | 13.89 | 7% |
| Returns for 3 years | 33.46 | 62.08 | 54% |
| Returns for 5 years | 46.78 | 95.59 | 49% |
| Returns for 10 years | 103.45 | 198.05 | 52% |
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