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SPMIX vs VIEIX
SPMIX vs VIEIX Comparison
Open Charts SPMIX vs VIEIX
Shelton S&P Midcap Index Investor
Price$26.45
Change+$0.11 (+0.42%)
VolumeN/A
Net Assets112.31M
Vanguard Extended Market Index Instl
Price$149.82
Change+$1.00 (+0.67%)
VolumeN/A
Net Assets111.13B
SPMIX vs VIEIX Comparison Chart
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SPMIX vs. VIEIX commentary
Jan 19, 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: 111B vs. SPMIX (112M). VIEIX pays higher dividends than SPMIX: VIEIX (1.21) vs SPMIX (0.90). SPMIX was incepted earlier than VIEIX: SPMIX (33 years) vs VIEIX (28 years). SPMIX is a more actively managed with annual turnover of: 13.00 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 : 24.95 vs. SPMIX (10.30). VIEIX return over 5 years is better than : 54.68 vs. SPMIX (11.51).
| SPMIX | VIEIX | SPMIX / VIEIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 28 years | - |
| Gain YTD | 3.848 | 3.991 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112M | 111B | 0% |
| Annual Yield % from dividends | 0.90 | 1.21 | 75% |
| Returns for 1 year | 10.30 | 24.95 | 41% |
| Returns for 3 years | -0.62 | 18.29 | -3% |
| Returns for 5 years | 11.51 | 54.68 | 21% |
| Returns for 10 years | 0.70 | 138.66 | 1% |
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