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SPMIX vs VIEIX
SPMIX vs VIEIX Comparison
Open Charts SPMIX vs VIEIX
Shelton S&P Midcap Index Investor
Price$26.89
Change+$0.11 (+0.41%)
VolumeN/A
Net Assets109.26M
Vanguard Extended Market Index Instl
Price$157.59
Change+$0.83 (+0.53%)
VolumeN/A
Net Assets81.53B
SPMIX vs VIEIX Comparison Chart in %
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SPMIX vs. VIEIX commentary
Sep 09, 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 Hold.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 81.5B vs. SPMIX (109M). VIEIX pays higher dividends than SPMIX: VIEIX (1.08) vs SPMIX (0.87). 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 : 20.37 vs. SPMIX (2.06). VIEIX return over 5 years is better than : 62.61 vs. SPMIX (24.71).
| 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 | 6.122 | 9.548 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109M | 81.5B | 0% |
| Annual Yield % from dividends | 0.87 | 1.08 | 81% |
| Returns for 1 year | 2.06 | 20.37 | 10% |
| Returns for 3 years | 15.56 | 52.00 | 30% |
| Returns for 5 years | 24.71 | 62.61 | 39% |
| Returns for 10 years | 3.12 | 148.94 | 2% |
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