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SPMIX vs VMCIX
SPMIX vs VMCIX Comparison
Open Charts SPMIX vs VMCIX
Shelton S&P Midcap Index Investor
Price$27.72
Change-$0.19 (-0.68%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Institutional
Price$71.53
Change-$0.13 (-0.18%)
VolumeN/A
CapitalizationN/A
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SPMIX vs VMCIX Comparison Chart
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SPMIX vs. VMCIX commentary
Sep 21, 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 VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 172B vs. SPMIX (113M). VMCIX pays higher dividends than SPMIX: VMCIX (1.50) vs SPMIX (0.90). SPMIX was incepted earlier than VMCIX: SPMIX (32 years) vs VMCIX (26 years). SPMIX (13.00) and VMCIX (13.00) have comparable annual turnover. SPMIX has a lower initial minimum investment than VMCIX: SPMIX (1000) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 20.58 vs. SPMIX (14.74). VMCIX return over 5 years is better than : 55.18 vs. SPMIX (17.48).
| SPMIX | VMCIX | SPMIX / VMCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 26 years | - |
| Gain YTD | 11.178 | 11.336 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113M | 172B | 0% |
| Annual Yield % from dividends | 0.90 | 1.50 | 60% |
| Returns for 1 year | 14.74 | 20.58 | 72% |
| Returns for 3 years | -4.12 | 6.80 | -61% |
| Returns for 5 years | 17.48 | 55.18 | 32% |
| Returns for 10 years | -2.40 | 122.16 | -2% |
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