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SPMIX vs VEXMX
SPMIX vs VEXMX Comparison
Open Charts SPMIX vs VEXMX
Shelton S&P Midcap Index Investor
Price$25.32
Change-$0.62 (-2.39%)
VolumeN/A
Net Assets107.08M
Vanguard Extended Market Index Investor
Price$144.66
Change-$4.58 (-3.07%)
VolumeN/A
Net Assets116.7B
SPMIX vs VEXMX Comparison Chart
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SPMIX vs. VEXMX commentary
Feb 23, 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: 117B vs. SPMIX (107M). 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 : 17.90 vs. SPMIX (2.70). VEXMX return over 5 years is better than : 51.87 vs. SPMIX (9.88).
| 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 | 1.845 | 3.495 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107M | 117B | 0% |
| Annual Yield % from dividends | 0.90 | 1.09 | 83% |
| Returns for 1 year | 2.70 | 17.90 | 15% |
| Returns for 3 years | 2.11 | 24.92 | 8% |
| Returns for 5 years | 9.88 | 51.87 | 19% |
| Returns for 10 years | -7.31 | 122.10 | -6% |
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