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SPMIX vs VEXMX
SPMIX vs VEXMX Comparison
Open Charts SPMIX vs VEXMX
Shelton S&P Midcap Index Investor
Price$29.32
Change-$0.30 (-1.01%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Investor
Price$151.18
Change-$1.62 (-1.06%)
VolumeN/A
CapitalizationN/A
SPMIX vs VEXMX Comparison Chart
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SPMIX vs. VEXMX commentary
Nov 13, 2024
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 StrongBuy and VEXMX is a Buy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 107B vs. SPMIX (119M). 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 : 44.57 vs. SPMIX (30.22). VEXMX return over 5 years is better than : 68.94 vs. SPMIX (23.74).
| 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 | 20.296 | 22.689 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 107B | 0% |
| Annual Yield % from dividends | 0.90 | 1.09 | 83% |
| Returns for 1 year | 30.22 | 44.57 | 68% |
| Returns for 3 years | -4.27 | 2.15 | -199% |
| Returns for 5 years | 23.74 | 68.94 | 34% |
| Returns for 10 years | 4.66 | 141.03 | 3% |