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SPXKX vs VTSMX
SPXKX vs VTSMX Comparison
Open Charts SPXKX vs VTSMX
Shelton S&P 500 Index K
Price$83.25
Change-$0.89 (-1.06%)
VolumeN/A
Net Assets316.08M
Vanguard Total Stock Mkt Idx I
Price$163.50
Change-$1.84 (-1.11%)
VolumeN/A
Net Assets2.06T
SPXKX vs VTSMX Comparison Chart in %
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SPXKX vs. VTSMX commentary
Dec 14, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. SPXKX (316M). VTSMX pays higher dividends than SPXKX: VTSMX (1.02) vs SPXKX (0.40). SPXKX was incepted earlier than VTSMX: SPXKX (22 years) vs VTSMX (34 years). SPXKX (0.93) 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 : 12.68 vs. SPXKX (10.76). VTSMX return over 5 years is better than : 79.30 vs. SPXKX (43.80).
| 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 | 34 years | - |
| Gain YTD | 14.570 | 17.334 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 316M | 2.06T | 0% |
| Annual Yield % from dividends | 0.40 | 1.02 | 39% |
| Returns for 1 year | 10.76 | 12.68 | 85% |
| Returns for 3 years | 41.04 | 70.77 | 58% |
| Returns for 5 years | 43.80 | 79.30 | 55% |
| Returns for 10 years | 127.87 | 240.48 | 53% |
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