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SPMIX vs VIEIX
SPMIX vs VIEIX Comparison
Open Charts SPMIX vs VIEIX
Shelton S&P Midcap Index Investor
Price$22.22
Change+$0.31 (+1.41%)
VolumeN/A
Net Assets91.3M
Vanguard Extended Market Index Instl
Price$121.89
Change+$1.80 (+1.50%)
VolumeN/A
Net Assets101.44B
SPMIX vs VIEIX Comparison Chart
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SPMIX vs. VIEIX commentary
Apr 12, 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 Buy.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 101B vs. SPMIX (91.3M). VIEIX pays higher dividends than SPMIX: VIEIX (1.30) vs SPMIX (0.92). 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 : -6.82 vs. SPMIX (-15.81). VIEIX return over 5 years is better than : 63.30 vs. SPMIX (21.73).
| 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 | -13.754 | -16.574 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.3M | 101B | 0% |
| Annual Yield % from dividends | 0.92 | 1.30 | 71% |
| Returns for 1 year | -15.81 | -6.82 | 232% |
| Returns for 3 years | -13.80 | 0.68 | -2,038% |
| Returns for 5 years | 21.73 | 63.30 | 34% |
| Returns for 10 years | -21.99 | 76.24 | -29% |
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