Interact to see
Advertisement
Advertisement
SPMIX vs VEXMX
SPMIX vs VEXMX Comparison
Open Charts SPMIX vs VEXMX
Shelton S&P Midcap Index Investor
Price$25.89
Change-$0.15 (-0.58%)
VolumeN/A
Net Assets105.79M
Vanguard Extended Market Index Investor
Price$152.10
Change-$0.44 (-0.29%)
VolumeN/A
Net Assets78.9B
SPMIX vs VEXMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SPMIX vs. VEXMX commentary
Aug 17, 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: 78.9B vs. SPMIX (106M). VEXMX pays higher dividends than SPMIX: VEXMX (0.99) 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 : 15.51 vs. SPMIX (-2.58). VEXMX return over 5 years is better than : 55.97 vs. SPMIX (17.14).
| 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 | 2.175 | 5.617 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106M | 78.9B | 0% |
| Annual Yield % from dividends | 0.90 | 0.99 | 91% |
| Returns for 1 year | -2.58 | 15.51 | -17% |
| Returns for 3 years | 0.51 | 30.22 | 2% |
| Returns for 5 years | 17.14 | 55.97 | 31% |
| Returns for 10 years | -6.24 | 127.58 | -5% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers