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SPMIX vs VIEIX
SPMIX vs VIEIX Comparison
Open Charts SPMIX vs VIEIX
Shelton S&P Midcap Index Investor
Price$26.25
Change+$0.24 (+0.92%)
VolumeN/A
Net Assets107.95M
Vanguard Extended Market Index Instl
Price$152.05
Change+$1.02 (+0.68%)
VolumeN/A
Net Assets112.9B
SPMIX vs VIEIX Comparison Chart in %
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SPMIX vs. VIEIX commentary
Jul 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: 113B vs. SPMIX (108M). VIEIX pays higher dividends than SPMIX: VIEIX (1.15) vs SPMIX (0.91). 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 : 14.22 vs. SPMIX (-1.84). VIEIX return over 5 years is better than : 65.45 vs. SPMIX (25.09).
| 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 | 3.596 | 5.697 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 113B | 0% |
| Annual Yield % from dividends | 0.91 | 1.15 | 79% |
| Returns for 1 year | -1.84 | 14.22 | -13% |
| Returns for 3 years | 12.07 | 46.98 | 26% |
| Returns for 5 years | 25.09 | 65.45 | 38% |
| Returns for 10 years | -3.33 | 129.71 | -3% |
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