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SPXKX vs VTSMX
SPXKX vs VTSMX Comparison
Open Charts SPXKX vs VTSMX
Shelton S&P 500 Index K
Price$81.24
Change-$0.24 (-0.29%)
VolumeN/A
Net Assets302.08M
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
SPXKX vs VTSMX Comparison Chart in %
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SPXKX vs. VTSMX commentary
Sep 08, 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: 1.95T vs. SPXKX (302M). 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 : 18.03 vs. SPXKX (4.86). VTSMX return over 5 years is better than : 84.94 vs. SPXKX (38.29).
| 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 | 10.530 | 10.330 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 302M | 1.95T | 0% |
| Annual Yield % from dividends | 0.40 | 1.07 | 38% |
| Returns for 1 year | 4.86 | 18.03 | 27% |
| Returns for 3 years | 34.80 | 63.63 | 55% |
| Returns for 5 years | 38.29 | 84.94 | 45% |
| Returns for 10 years | 120.34 | 224.15 | 54% |
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