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SPXKX vs VTSMX
SPXKX vs VTSMX Comparison
Open Charts SPXKX vs VTSMX
Shelton S&P 500 Index K
Price$84.40
Change-$0.45 (-0.53%)
VolumeN/A
Net Assets320.3M
Vanguard Total Stock Mkt Idx I
Price$165.91
Change-$0.74 (-0.44%)
VolumeN/A
Net Assets2.06T
SPXKX vs VTSMX Comparison Chart in %
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SPXKX vs. VTSMX commentary
Jan 15, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. SPXKX (320M). VTSMX pays higher dividends than SPXKX: VTSMX (1.02) vs SPXKX (0.34). 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 : 18.29 vs. SPXKX (16.50). VTSMX return over 5 years is better than : 73.62 vs. SPXKX (40.00).
| 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 | 1.714 | 1.679 | 102% |
| 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 | 1.02 | 34% |
| Returns for 1 year | 16.50 | 18.29 | 90% |
| Returns for 3 years | 41.87 | 70.89 | 59% |
| Returns for 5 years | 40.00 | 73.62 | 54% |
| Returns for 10 years | 147.83 | 270.34 | 55% |
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