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SPMIX vs VIEIX
SPMIX vs VIEIX Comparison
Open Charts SPMIX vs VIEIX
Shelton S&P Midcap Index Investor
Price$29.32
Change-$0.30 (-1.01%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Instl
Price$151.07
Change-$1.61 (-1.05%)
VolumeN/A
CapitalizationN/A
SPMIX vs VIEIX Comparison Chart
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SPMIX vs. VIEIX commentary
Nov 13, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 107B vs. SPMIX (119M). VIEIX pays higher dividends than SPMIX: VIEIX (1.21) vs SPMIX (0.90). SPMIX was incepted earlier than VIEIX: SPMIX (33 years) vs VIEIX (27 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 : 44.64 vs. SPMIX (30.22). VIEIX return over 5 years is better than : 69.19 vs. SPMIX (23.74).
| SPMIX | VIEIX | SPMIX / VIEIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 27 years | - |
| Gain YTD | 20.296 | 22.725 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 107B | 0% |
| Annual Yield % from dividends | 0.90 | 1.21 | 75% |
| Returns for 1 year | 30.22 | 44.64 | 68% |
| Returns for 3 years | -4.27 | 2.21 | -193% |
| Returns for 5 years | 23.74 | 69.19 | 34% |
| Returns for 10 years | 4.66 | 141.92 | 3% |
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