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SPMIX vs VIMAX
SPMIX vs VIMAX Comparison
Open Charts SPMIX vs VIMAX
Shelton S&P Midcap Index Investor
Price$23.11
Change-$0.09 (-0.39%)
VolumeN/A
Net Assets96.13M
Vanguard Mid Cap Index Admiral
Price$314.22
Change-$0.42 (-0.13%)
VolumeN/A
Net Assets175.23B
SPMIX vs VIMAX Comparison Chart
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SPMIX vs. VIMAX commentary
Apr 28, 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 VIMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 175B vs. SPMIX (96.1M). VIMAX pays higher dividends than SPMIX: VIMAX (1.59) vs SPMIX (0.92). SPMIX was incepted earlier than VIMAX: SPMIX (33 years) vs VIMAX (23 years). SPMIX (0.64) is less costly to investors than VIMAX (0.05). SPMIX is a more actively managed with annual turnover of: 19.00 vs. VIMAX (13.00). SPMIX has a lower initial minimum investment than VIMAX: SPMIX (1000) vs VIMAX (3000). VIMAX annual gain was more profitable for investors over the last year : 6.06 vs. SPMIX (-9.37). VIMAX return over 5 years is better than : 76.06 vs. SPMIX (31.30).
| SPMIX | VIMAX | SPMIX / VIMAX | |
| Total Expense Ratio | 0.64 | 0.05 | 1,280% |
| Annual Report Gross Expense Ratio | 0.64 | 0.05 | 1,280% |
| Fund Existence | 33 years | 23 years | - |
| Gain YTD | -9.030 | -3.810 | 237% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.1M | 175B | 0% |
| Annual Yield % from dividends | 0.92 | 1.59 | 58% |
| Returns for 1 year | -9.37 | 6.06 | -155% |
| Returns for 3 years | -6.18 | 15.14 | -41% |
| Returns for 5 years | 31.30 | 76.06 | 41% |
| Returns for 10 years | -17.48 | 99.73 | -18% |
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