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SPMIX vs VSEMX
SPMIX vs VSEMX Comparison
Open Charts SPMIX vs VSEMX
Shelton S&P Midcap Index Investor
Price$23.11
Change-$0.09 (-0.39%)
VolumeN/A
Net Assets96.13M
Vanguard Extended Market Index Instl Sel
Price$207.33
Change+$0.38 (+0.18%)
VolumeN/A
Net Assets101.44B
SPMIX vs VSEMX Comparison Chart
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SPMIX vs. VSEMX 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 VSEMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 101B vs. SPMIX (96.1M). VSEMX pays higher dividends than SPMIX: VSEMX (1.32) vs SPMIX (0.92). SPMIX was incepted earlier than VSEMX: SPMIX (33 years) vs VSEMX (9 years). SPMIX (0.64) is less costly to investors than VSEMX (0.02). SPMIX is a more actively managed with annual turnover of: 19.00 vs. VSEMX (11.00). SPMIX has a lower initial minimum investment than VSEMX: SPMIX (1000) vs VSEMX (3000000000). VSEMX annual gain was more profitable for investors over the last year : 3.24 vs. SPMIX (-9.37). VSEMX return over 5 years is better than : 74.26 vs. SPMIX (31.30).
| SPMIX | VSEMX | SPMIX / VSEMX | |
| Total Expense Ratio | 0.64 | 0.02 | 3,200% |
| Annual Report Gross Expense Ratio | 0.64 | 0.02 | 3,200% |
| Fund Existence | 33 years | 9 years | - |
| Gain YTD | -9.030 | -10.390 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.1M | 101B | 0% |
| Annual Yield % from dividends | 0.92 | 1.32 | 70% |
| Returns for 1 year | -9.37 | 3.24 | -289% |
| Returns for 3 years | -6.18 | 14.27 | -43% |
| Returns for 5 years | 31.30 | 74.26 | 42% |
| Returns for 10 years | -17.48 | N/A | - |
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