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SPMIX vs VEXMX
SPMIX vs VEXMX Comparison
Open Charts SPMIX vs VEXMX
Shelton S&P Midcap Index Investor
Price$26.01
Change+$0.60 (+2.36%)
VolumeN/A
Net Assets101.37M
Vanguard Extended Market Index Investor
Price$152.08
Change+$3.00 (+2.01%)
VolumeN/A
Net Assets83.92B
SPMIX vs VEXMX Comparison Chart in %
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SPMIX vs. VEXMX commentary
Nov 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: 83.9B vs. SPMIX (101M). VEXMX pays higher dividends than SPMIX: VEXMX (0.96) vs SPMIX (0.83). SPMIX was incepted earlier than VEXMX: SPMIX (34 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 : -1.55 vs. SPMIX (-12.44). VEXMX return over 5 years is better than : 33.40 vs. SPMIX (4.04).
| SPMIX | VEXMX | SPMIX / VEXMX | |
| Total Expense Ratio | 0.64 | 0.19 | 337% |
| Annual Report Gross Expense Ratio | 0.64 | 0.19 | 337% |
| Fund Existence | 34 years | 38 years | - |
| Gain YTD | 0.482 | 3.579 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 101M | 83.9B | 0% |
| Annual Yield % from dividends | 0.83 | 0.96 | 87% |
| Returns for 1 year | -12.44 | -1.55 | 805% |
| Returns for 3 years | 1.73 | 41.53 | 4% |
| Returns for 5 years | 4.04 | 33.40 | 12% |
| Returns for 10 years | -5.22 | 132.58 | -4% |
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