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SPMIX vs VEXMX
SPMIX vs VEXMX Comparison
Open Charts SPMIX vs VEXMX
Shelton S&P Midcap Index Investor
Price$26.45
Change+$0.11 (+0.42%)
VolumeN/A
Net Assets112.78M
Vanguard Extended Market Index Investor
Price$149.94
Change+$1.00 (+0.67%)
VolumeN/A
Net Assets111.13B
SPMIX vs VEXMX Comparison Chart
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SPMIX vs. VEXMX commentary
Jan 19, 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 Hold and VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 111B vs. SPMIX (113M). VEXMX pays higher dividends than SPMIX: VEXMX (1.09) vs SPMIX (0.90). SPMIX was incepted earlier than VEXMX: SPMIX (33 years) vs VEXMX (37 years). SPMIX is a more actively managed with annual turnover of: 13.00 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 : 24.91 vs. SPMIX (10.30). VEXMX return over 5 years is better than : 54.44 vs. SPMIX (11.51).
| SPMIX | VEXMX | SPMIX / VEXMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 37 years | - |
| Gain YTD | 3.848 | 3.981 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113M | 111B | 0% |
| Annual Yield % from dividends | 0.90 | 1.09 | 83% |
| Returns for 1 year | 10.30 | 24.91 | 41% |
| Returns for 3 years | -0.62 | 18.20 | -3% |
| Returns for 5 years | 11.51 | 54.44 | 21% |
| Returns for 10 years | 0.70 | 137.82 | 1% |
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