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SPMIX vs VEMPX
SPMIX vs VEMPX Comparison
Open Charts SPMIX vs VEMPX
Shelton S&P Midcap Index Investor
Price$26.67
Change+$0.31 (+1.18%)
VolumeN/A
Net Assets112.19M
Vanguard Extended Market Index InstlPlus
Price$375.75
Change+$4.10 (+1.10%)
VolumeN/A
Net Assets111.13B
SPMIX vs VEMPX Comparison Chart
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SPMIX vs. VEMPX commentary
Jan 31, 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 StrongBuy and VEMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 111B vs. SPMIX (112M). VEMPX pays higher dividends than SPMIX: VEMPX (1.22) vs SPMIX (0.90). SPMIX was incepted earlier than VEMPX: SPMIX (33 years) vs VEMPX (14 years). SPMIX is a more actively managed with annual turnover of: 13.00 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 : 24.12 vs. SPMIX (9.12). VEMPX return over 5 years is better than : 60.90 vs. SPMIX (16.03).
| SPMIX | VEMPX | SPMIX / VEMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 14 years | - |
| Gain YTD | 3.494 | 4.528 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112M | 111B | 0% |
| Annual Yield % from dividends | 0.90 | 1.22 | 74% |
| Returns for 1 year | 9.12 | 24.12 | 38% |
| Returns for 3 years | 2.36 | 21.68 | 11% |
| Returns for 5 years | 16.03 | 60.90 | 26% |
| Returns for 10 years | -1.13 | 137.34 | -1% |
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