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SPMIX vs VEXMX
SPMIX vs VEXMX Comparison
Open Charts SPMIX vs VEXMX
Shelton S&P Midcap Index Investor
Price$25.29
Change+$0.33 (+1.32%)
VolumeN/A
Net Assets102.77M
Vanguard Extended Market Index Investor
Price$145.36
Change+$1.62 (+1.13%)
VolumeN/A
Net Assets107.69B
SPMIX vs VEXMX Comparison Chart in %
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SPMIX vs. VEXMX commentary
Jun 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 SPMIX is a StrongBuy and VEXMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 108B vs. SPMIX (103M). VEXMX pays higher dividends than SPMIX: VEXMX (1.08) vs SPMIX (0.90). SPMIX was incepted earlier than VEXMX: SPMIX (33 years) vs VEXMX (38 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 : 13.40 vs. SPMIX (-3.20). VEXMX return over 5 years is better than : 68.01 vs. SPMIX (27.73).
| 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 | 38 years | - |
| Gain YTD | -1.748 | -0.244 | 716% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 108B | 0% |
| Annual Yield % from dividends | 0.90 | 1.08 | 83% |
| Returns for 1 year | -3.20 | 13.40 | -24% |
| Returns for 3 years | 8.95 | 39.32 | 23% |
| Returns for 5 years | 27.73 | 68.01 | 41% |
| Returns for 10 years | -9.63 | 114.20 | -8% |
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