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SPMIX vs VIEIX
SPMIX vs VIEIX Comparison
Open Charts SPMIX vs VIEIX
Shelton S&P Midcap Index Investor
Price$25.89
Change-$0.15 (-0.58%)
VolumeN/A
Net Assets105.79M
Vanguard Extended Market Index Instl
Price$151.98
Change-$0.44 (-0.29%)
VolumeN/A
Net Assets78.9B
SPMIX vs VIEIX Comparison Chart in %
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SPMIX vs. VIEIX commentary
Aug 17, 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: 78.9B vs. SPMIX (106M). VIEIX pays higher dividends than SPMIX: VIEIX (1.12) 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 : 15.55 vs. SPMIX (-2.58). VIEIX return over 5 years is better than : 56.20 vs. SPMIX (17.14).
| 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 | 2.175 | 5.648 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106M | 78.9B | 0% |
| Annual Yield % from dividends | 0.90 | 1.12 | 80% |
| Returns for 1 year | -2.58 | 15.55 | -17% |
| Returns for 3 years | 0.51 | 30.32 | 2% |
| Returns for 5 years | 17.14 | 56.20 | 30% |
| Returns for 10 years | -6.24 | 128.25 | -5% |
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