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SPMIX vs VMCIX
SPMIX vs VMCIX Comparison
Open Charts SPMIX vs VMCIX
Shelton S&P Midcap Index Investor
Price$25.29
Change+$0.33 (+1.32%)
VolumeN/A
Net Assets102.77M
Vanguard Mid Cap Index Institutional
Price$76.00
Change+$0.56 (+0.74%)
VolumeN/A
Net Assets185.28B
SPMIX vs VMCIX Comparison Chart in %
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SPMIX vs. VMCIX commentary
Jun 27, 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 StrongBuy and VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 185B vs. SPMIX (103M). VMCIX pays higher dividends than SPMIX: VMCIX (1.53) vs SPMIX (0.90). SPMIX was incepted earlier than VMCIX: SPMIX (33 years) vs VMCIX (27 years). SPMIX (0.64) is less costly to investors than VMCIX (0.04). SPMIX is a more actively managed with annual turnover of: 19.00 vs. VMCIX (16.00). 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 : 14.07 vs. SPMIX (-3.20). VMCIX return over 5 years is better than : 75.25 vs. SPMIX (27.73).
| SPMIX | VMCIX | SPMIX / VMCIX | |
| Total Expense Ratio | 0.64 | 0.04 | 1,600% |
| Annual Report Gross Expense Ratio | 0.64 | 0.04 | 1,600% |
| Fund Existence | 33 years | 27 years | - |
| Gain YTD | -1.748 | 4.539 | -39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 185B | 0% |
| Annual Yield % from dividends | 0.90 | 1.53 | 59% |
| Returns for 1 year | -3.20 | 14.07 | -23% |
| Returns for 3 years | 8.95 | 36.59 | 24% |
| Returns for 5 years | 27.73 | 75.25 | 37% |
| Returns for 10 years | -9.63 | 122.15 | -8% |
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