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SPMIX vs VIEIX
SPMIX vs VIEIX Comparison
Open Charts SPMIX vs VIEIX
Shelton S&P Midcap Index Investor
Price$25.29
Change+$0.33 (+1.32%)
VolumeN/A
Net Assets102.77M
Vanguard Extended Market Index Instl
Price$145.22
Change+$1.57 (+1.09%)
VolumeN/A
Net Assets107.69B
SPMIX vs VIEIX Comparison Chart in %
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SPMIX vs. VIEIX commentary
Jun 27, 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 StrongBuy and VIEIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 108B vs. SPMIX (103M). 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 : 13.43 vs. SPMIX (-3.20). VIEIX return over 5 years is better than : 68.31 vs. SPMIX (27.73).
| 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 | -1.748 | -0.207 | 845% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 108B | 0% |
| Annual Yield % from dividends | 0.90 | 1.22 | 73% |
| Returns for 1 year | -3.20 | 13.43 | -24% |
| Returns for 3 years | 8.95 | 39.48 | 23% |
| Returns for 5 years | 27.73 | 68.31 | 41% |
| Returns for 10 years | -9.63 | 114.88 | -8% |