Interact to see
Advertisement
Advertisement
SPMIX vs VSEMX
SPMIX vs VSEMX Comparison
Open Charts SPMIX vs VSEMX
Shelton S&P Midcap Index Investor
Price$25.29
Change+$0.33 (+1.32%)
VolumeN/A
Net Assets102.77M
Vanguard Extended Market Index Instl Sel
Price$233.42
Change+$2.51 (+1.09%)
VolumeN/A
Net Assets107.69B
SPMIX vs VSEMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SPMIX vs. VSEMX 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 VSEMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 108B vs. SPMIX (103M). VSEMX pays higher dividends than SPMIX: VSEMX (1.24) vs SPMIX (0.90). 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 : 13.45 vs. SPMIX (-3.20). VSEMX return over 5 years is better than : 68.41 vs. SPMIX (27.73).
| 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 | -1.748 | -0.199 | 880% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 108B | 0% |
| Annual Yield % from dividends | 0.90 | 1.24 | 72% |
| Returns for 1 year | -3.20 | 13.45 | -24% |
| Returns for 3 years | 8.95 | 39.54 | 23% |
| Returns for 5 years | 27.73 | 68.41 | 41% |
| Returns for 10 years | -9.63 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement