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SPXKX vs VTSMX
SPXKX vs VTSMX Comparison
Open Charts SPXKX vs VTSMX
Shelton S&P 500 Index K
Price$84.39
Change-$1.41 (-1.64%)
VolumeN/A
Net Assets314.17M
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
SPXKX vs VTSMX Comparison Chart in %
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SPXKX vs. VTSMX commentary
Nov 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. SPXKX (314M). VTSMX pays higher dividends than SPXKX: VTSMX (1.02) vs SPXKX (0.36). 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: 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 : 13.42 vs. SPXKX (1.89). VTSMX return over 5 years is better than : 83.98 vs. SPXKX (39.68).
| 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 | 16.831 | 15.972 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 314M | 2.05T | 0% |
| Annual Yield % from dividends | 0.36 | 1.02 | 35% |
| Returns for 1 year | 1.89 | 13.42 | 14% |
| Returns for 3 years | 39.17 | 68.22 | 57% |
| Returns for 5 years | 39.68 | 83.98 | 47% |
| Returns for 10 years | 127.02 | 235.40 | 54% |
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