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SPMIX vs VIEIX
SPMIX vs VIEIX Comparison
Open Charts SPMIX vs VIEIX
Shelton S&P Midcap Index Investor
Price$26.01
Change+$0.60 (+2.36%)
VolumeN/A
Net Assets101.37M
Vanguard Extended Market Index Instl
Price$151.97
Change+$3.00 (+2.01%)
VolumeN/A
Net Assets83.92B
SPMIX vs VIEIX Comparison Chart in %
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SPMIX vs. VIEIX 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 VIEIX is a Hold.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 83.9B vs. SPMIX (101M). VIEIX pays higher dividends than SPMIX: VIEIX (1.09) vs SPMIX (0.83). SPMIX was incepted earlier than VIEIX: SPMIX (34 years) vs VIEIX (28 years). SPMIX (0.64) is less costly to investors than VIEIX (0.05). SPMIX is a more actively managed with annual turnover of: 19.00 vs. VIEIX (11.00). SPMIX has a lower initial minimum investment than VIEIX: SPMIX (1000) vs VIEIX (5000000). VIEIX annual gain was more profitable for investors over the last year : -1.52 vs. SPMIX (-12.44). VIEIX return over 5 years is better than : 33.60 vs. SPMIX (4.04).
| SPMIX | VIEIX | SPMIX / VIEIX | |
| Total Expense Ratio | 0.64 | 0.05 | 1,280% |
| Annual Report Gross Expense Ratio | 0.64 | 0.05 | 1,280% |
| Fund Existence | 34 years | 28 years | - |
| Gain YTD | 0.482 | 3.623 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 101M | 83.9B | 0% |
| Annual Yield % from dividends | 0.83 | 1.09 | 76% |
| Returns for 1 year | -12.44 | -1.52 | 819% |
| Returns for 3 years | 1.73 | 41.66 | 4% |
| Returns for 5 years | 4.04 | 33.60 | 12% |
| Returns for 10 years | -5.22 | 133.39 | -4% |
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