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SPXKX vs VTSMX
SPXKX vs VTSMX Comparison
Open Charts SPXKX vs VTSMX
Shelton S&P 500 Index K
Price$83.27
Change+$0.49 (+0.59%)
VolumeN/A
Net Assets306.55M
Vanguard Total Stock Mkt Idx I
Price$159.19
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
SPXKX vs VTSMX Comparison Chart in %
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SPXKX vs. VTSMX commentary
Sep 28, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. SPXKX (307M). VTSMX pays higher dividends than SPXKX: VTSMX (1.07) vs SPXKX (0.40). 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 : 15.63 vs. SPXKX (2.93). VTSMX return over 5 years is better than : 96.53 vs. SPXKX (47.33).
| 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 | 13.292 | 12.949 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 307M | 1.95T | 0% |
| Annual Yield % from dividends | 0.40 | 1.07 | 38% |
| Returns for 1 year | 2.93 | 15.63 | 19% |
| Returns for 3 years | 48.01 | 80.25 | 60% |
| Returns for 5 years | 47.33 | 96.53 | 49% |
| Returns for 10 years | 135.91 | 249.92 | 54% |
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