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SPMIX vs VEXMX
SPMIX vs VEXMX Comparison
Open Charts SPMIX vs VEXMX
Shelton S&P Midcap Index Investor
Price$26.89
Change+$0.11 (+0.41%)
VolumeN/A
Net Assets109.26M
Vanguard Extended Market Index Investor
Price$157.70
Change+$0.83 (+0.53%)
VolumeN/A
Net Assets81.53B
SPMIX vs VEXMX Comparison Chart in %
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SPMIX vs. VEXMX commentary
Sep 09, 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 Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 81.5B vs. SPMIX (109M). VEXMX pays higher dividends than SPMIX: VEXMX (0.95) vs SPMIX (0.87). 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 : 20.33 vs. SPMIX (2.06). VEXMX return over 5 years is better than : 62.37 vs. SPMIX (24.71).
| 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 | 6.122 | 9.506 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109M | 81.5B | 0% |
| Annual Yield % from dividends | 0.87 | 0.95 | 92% |
| Returns for 1 year | 2.06 | 20.33 | 10% |
| Returns for 3 years | 15.56 | 51.87 | 30% |
| Returns for 5 years | 24.71 | 62.37 | 40% |
| Returns for 10 years | 3.12 | 148.23 | 2% |
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