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SPMIX vs VIEIX
SPMIX vs VIEIX Comparison
Open Charts SPMIX vs VIEIX
Shelton S&P Midcap Index Investor
Price$24.92
Change+$0.24 (+0.97%)
VolumeN/A
Net Assets101.73M
Vanguard Extended Market Index Instl
Price$143.15
Change+$1.79 (+1.27%)
VolumeN/A
Net Assets107.69B
SPMIX vs VIEIX Comparison Chart
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SPMIX vs. VIEIX 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 VIEIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 108B vs. SPMIX (102M). VIEIX pays higher dividends than SPMIX: VIEIX (1.22) vs SPMIX (0.90). SPMIX was incepted earlier than VIEIX: SPMIX (33 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 : 10.86 vs. SPMIX (-5.27). VIEIX return over 5 years is better than : 54.60 vs. SPMIX (13.64).
| 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 | 33 years | 28 years | - |
| Gain YTD | -2.850 | -1.798 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 102M | 108B | 0% |
| Annual Yield % from dividends | 0.90 | 1.22 | 73% |
| Returns for 1 year | -5.27 | 10.86 | -49% |
| Returns for 3 years | -1.74 | 26.40 | -7% |
| Returns for 5 years | 13.64 | 54.60 | 25% |
| Returns for 10 years | -11.32 | 109.65 | -10% |
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