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SPMIX vs VIMSX
SPMIX vs VIMSX Comparison
Open Charts SPMIX vs VIMSX
Shelton S&P Midcap Index Investor
Price$29.32
Change-$0.30 (-1.01%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Investor
Price$75.58
Change-$0.49 (-0.64%)
VolumeN/A
CapitalizationN/A
SPMIX vs VIMSX Comparison Chart
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SPMIX vs. VIMSX 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 VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 175B vs. SPMIX (119M). VIMSX pays higher dividends than SPMIX: VIMSX (1.38) vs SPMIX (0.90). SPMIX was incepted earlier than VIMSX: SPMIX (33 years) vs VIMSX (27 years). SPMIX (13.00) and VIMSX (13.00) have comparable annual turnover. SPMIX has a lower initial minimum investment than VIMSX: SPMIX (1000) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 35.07 vs. SPMIX (30.22). VIMSX return over 5 years is better than : 64.12 vs. SPMIX (23.74).
| SPMIX | VIMSX | SPMIX / VIMSX | |
| 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 | 20.004 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 175B | 0% |
| Annual Yield % from dividends | 0.90 | 1.38 | 65% |
| Returns for 1 year | 30.22 | 35.07 | 86% |
| Returns for 3 years | -4.27 | 8.26 | -52% |
| Returns for 5 years | 23.74 | 64.12 | 37% |
| Returns for 10 years | 4.66 | 134.43 | 3% |
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