Interact to see
Advertisement
Advertisement
SPMIX vs VIMAX
SPMIX vs VIMAX Comparison
Open Charts SPMIX vs VIMAX
SPMIX vs VIMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SPMIX vs. VIMAX commentary
Jun 15, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 219B vs. SPMIX (117M). VIMAX pays higher dividends than SPMIX: VIMAX (1.36) vs SPMIX (0.75). SPMIX was incepted earlier than VIMAX: SPMIX (34 years) vs VIMAX (25 years). SPMIX (0.63) is less costly to investors than VIMAX (0.05). VIMAX is a more actively managed with annual turnover of: 16.00 vs. SPMIX (12.00). SPMIX has a lower initial minimum investment than VIMAX: SPMIX (1000) vs VIMAX (3000). SPMIX annual gain was more profitable for investors over the last year : 19.40 vs. VIMAX (16.54). VIMAX return over 5 years is better than : 36.11 vs. SPMIX (2.22).
| SPMIX | VIMAX | SPMIX / VIMAX | |
| Total Expense Ratio | 0.63 | 0.05 | 1,260% |
| Annual Report Gross Expense Ratio | 0.63 | 0.05 | 1,260% |
| Fund Existence | 34 years | 25 years | - |
| Gain YTD | 14.957 | 10.074 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117M | 219B | 0% |
| Annual Yield % from dividends | 0.75 | 1.36 | 55% |
| Returns for 1 year | 19.40 | 16.54 | 117% |
| Returns for 3 years | 24.83 | 48.72 | 51% |
| Returns for 5 years | 2.22 | 36.11 | 6% |
| Returns for 10 years | 28.25 | 166.54 | 17% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| VSIIX | 57.97 | 0.52 | +0.91% |
| Vanguard Small Cap Value Index I | |||
| WSMRX | 30.82 | 0.25 | +0.82% |
| William Blair Small-Mid Cap Growth R6 | |||
| TORTX | 22.84 | 0.18 | +0.79% |
| Tortoise Energy Infrastructure TR A | |||
| SIFZX | 27.36 | 0.16 | +0.59% |
| Saturna International Z | |||
| ADSIX | 23.56 | 0.02 | +0.08% |
| American Century Disciplined Growth Inv | |||