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SPMIX vs VEXMX
SPMIX vs VEXMX Comparison
Open Charts SPMIX vs VEXMX
Shelton S&P Midcap Index Investor
Price$24.92
Change+$0.24 (+0.97%)
VolumeN/A
Net Assets101.73M
Vanguard Extended Market Index Investor
Price$143.25
Change+$1.79 (+1.27%)
VolumeN/A
Net Assets107.69B
SPMIX vs VEXMX Comparison Chart
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SPMIX vs. VEXMX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 108B vs. SPMIX (102M). VEXMX pays higher dividends than SPMIX: VEXMX (1.08) vs SPMIX (0.90). 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 : 10.82 vs. SPMIX (-5.27). VEXMX return over 5 years is better than : 54.37 vs. SPMIX (13.64).
| 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 | -2.850 | -1.826 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 102M | 108B | 0% |
| Annual Yield % from dividends | 0.90 | 1.08 | 83% |
| Returns for 1 year | -5.27 | 10.82 | -49% |
| Returns for 3 years | -1.74 | 26.31 | -7% |
| Returns for 5 years | 13.64 | 54.37 | 25% |
| Returns for 10 years | -11.32 | 108.97 | -10% |
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