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SPMIX vs VEMPX
SPMIX vs VEMPX Comparison
Open Charts SPMIX vs VEMPX
Shelton S&P Midcap Index Investor
Price$26.47
Change-$0.31 (-1.16%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index InstlPlus
Price$374.01
Change-$4.38 (-1.16%)
VolumeN/A
CapitalizationN/A
SPMIX vs VEMPX Comparison Chart
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SPMIX vs. VEMPX commentary
Dec 19, 2024
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 Hold and VEMPX is a Hold.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 120B vs. SPMIX (116M). 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 : 23.67 vs. SPMIX (8.78). VEMPX return over 5 years is better than : 61.03 vs. SPMIX (13.73).
| 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 | 7.503 | 21.830 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116M | 120B | 0% |
| Annual Yield % from dividends | 0.90 | 1.22 | 74% |
| Returns for 1 year | 8.78 | 23.67 | 37% |
| Returns for 3 years | -0.92 | 12.82 | -7% |
| Returns for 5 years | 13.73 | 61.03 | 22% |
| Returns for 10 years | -1.08 | 137.24 | -1% |
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