SPXKX
Price
$79.98
Change
+$0.32 (+0.40%)
Updated
Jul 25 closing price
Net Assets
298.61M
VTSMX
Price
$152.62
Change
+$0.67 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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SPXKX vs VTSMX

Header iconSPXKX vs VTSMX Comparison
Open Charts SPXKX vs VTSMXBanner chart's image
Shelton S&P 500 Index K
Price$79.98
Change+$0.32 (+0.40%)
VolumeN/A
Net Assets298.61M
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
SPXKX vs VTSMX Comparison Chart in %
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SPXKX vs. VTSMX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. SPXKX (299M). VTSMX pays higher dividends than SPXKX: VTSMX (1.12) vs SPXKX (0.42). 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 : 17.75 vs. SPXKX (5.30). VTSMX return over 5 years is better than : 93.51 vs. SPXKX (45.31).
SPXKXVTSMXSPXKX / VTSMX
Total Expense Ratio0.930.14664%
Annual Report Gross Expense Ratio0.930.14664%
Fund Existence22 years33 years-
Gain YTD8.8168.287106%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets299M1.91T0%
Annual Yield % from dividends0.421.1237%
Returns for 1 year5.3017.7530%
Returns for 3 years32.4560.6054%
Returns for 5 years45.3193.5148%
Returns for 10 years104.59200.9752%
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