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SPMIX vs VEXMX
SPMIX vs VEXMX Comparison
Open Charts SPMIX vs VEXMX
Shelton S&P Midcap Index Investor
Price$22.22
Change+$0.31 (+1.41%)
VolumeN/A
Net Assets91.3M
Vanguard Extended Market Index Investor
Price$122.00
Change+$1.80 (+1.50%)
VolumeN/A
Net Assets101.44B
SPMIX vs VEXMX Comparison Chart
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SPMIX vs. VEXMX 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 VEXMX is a Buy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 101B vs. SPMIX (91.3M). VEXMX pays higher dividends than SPMIX: VEXMX (1.15) vs SPMIX (0.92). SPMIX was incepted earlier than VEXMX: SPMIX (33 years) vs VEXMX (37 years). SPMIX (0.64) is less costly to investors than VEXMX (0.19). SPMIX is a more actively managed with annual turnover of: 19.00 vs. VEXMX (11.00). SPMIX has a lower initial minimum investment than VEXMX: SPMIX (1000) vs VEXMX (3000). VEXMX annual gain was more profitable for investors over the last year : -6.85 vs. SPMIX (-15.81). VEXMX return over 5 years is better than : 63.07 vs. SPMIX (21.73).
| SPMIX | VEXMX | SPMIX / VEXMX | |
| Total Expense Ratio | 0.64 | 0.19 | 337% |
| Annual Report Gross Expense Ratio | 0.64 | 0.19 | 337% |
| Fund Existence | 33 years | 37 years | - |
| Gain YTD | -13.754 | -16.581 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.3M | 101B | 0% |
| Annual Yield % from dividends | 0.92 | 1.15 | 80% |
| Returns for 1 year | -15.81 | -6.85 | 231% |
| Returns for 3 years | -13.80 | 0.60 | -2,294% |
| Returns for 5 years | 21.73 | 63.07 | 34% |
| Returns for 10 years | -21.99 | 75.68 | -29% |
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