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SPMIX vs VSEMX
SPMIX vs VSEMX Comparison
Open Charts SPMIX vs VSEMX
Shelton S&P Midcap Index Investor
Price$29.32
Change-$0.30 (-1.01%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Instl Sel
Price$242.82
Change-$2.59 (-1.06%)
VolumeN/A
CapitalizationN/A
SPMIX vs VSEMX Comparison Chart
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SPMIX vs. VSEMX 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 VSEMX is a Buy.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 107B vs. SPMIX (119M). VSEMX pays higher dividends than SPMIX: VSEMX (1.23) vs SPMIX (0.90). SPMIX was incepted earlier than VSEMX: SPMIX (33 years) vs VSEMX (8 years). SPMIX is a more actively managed with annual turnover of: 13.00 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 : 44.65 vs. SPMIX (30.22). VSEMX return over 5 years is better than : 69.28 vs. SPMIX (23.74).
| SPMIX | VSEMX | SPMIX / VSEMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 8 years | - |
| Gain YTD | 20.296 | 22.750 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 107B | 0% |
| Annual Yield % from dividends | 0.90 | 1.23 | 74% |
| Returns for 1 year | 30.22 | 44.65 | 68% |
| Returns for 3 years | -4.27 | 2.25 | -190% |
| Returns for 5 years | 23.74 | 69.28 | 34% |
| Returns for 10 years | 4.66 | N/A | - |
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