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SPMIX vs VEMPX
SPMIX vs VEMPX Comparison
Open Charts SPMIX vs VEMPX
Shelton S&P Midcap Index Investor
Price$22.22
Change+$0.31 (+1.41%)
VolumeN/A
Net Assets91.3M
Vanguard Extended Market Index InstlPlus
Price$300.80
Change+$4.43 (+1.49%)
VolumeN/A
Net Assets101.44B
SPMIX vs VEMPX Comparison Chart
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SPMIX vs. VEMPX commentary
Apr 12, 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 SPMIX is a Buy and VEMPX is a Buy.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 101B vs. SPMIX (91.3M). VEMPX pays higher dividends than SPMIX: VEMPX (1.31) vs SPMIX (0.92). SPMIX was incepted earlier than VEMPX: SPMIX (33 years) vs VEMPX (14 years). SPMIX (0.64) is less costly to investors than VEMPX (0.04). SPMIX is a more actively managed with annual turnover of: 19.00 vs. VEMPX (11.00). SPMIX has a lower initial minimum investment than VEMPX: SPMIX (1000) vs VEMPX (100000000). VEMPX annual gain was more profitable for investors over the last year : -6.82 vs. SPMIX (-15.81). VEMPX return over 5 years is better than : 63.33 vs. SPMIX (21.73).
| SPMIX | VEMPX | SPMIX / VEMPX | |
| Total Expense Ratio | 0.64 | 0.04 | 1,600% |
| Annual Report Gross Expense Ratio | 0.64 | 0.04 | 1,600% |
| Fund Existence | 33 years | 14 years | - |
| Gain YTD | -13.754 | -16.573 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.3M | 101B | 0% |
| Annual Yield % from dividends | 0.92 | 1.31 | 70% |
| Returns for 1 year | -15.81 | -6.82 | 232% |
| Returns for 3 years | -13.80 | 0.68 | -2,024% |
| Returns for 5 years | 21.73 | 63.33 | 34% |
| Returns for 10 years | -21.99 | 76.32 | -29% |
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