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SPMIX vs VEMPX
SPMIX vs VEMPX Comparison
Open Charts SPMIX vs VEMPX
Shelton S&P Midcap Index Investor
Price$27.06
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets111.73M
Vanguard Extended Market Index InstlPlus
Price$411.08
Change+$0.66 (+0.16%)
VolumeN/A
Net Assets82.12B
SPMIX vs VEMPX Comparison Chart in %
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SPMIX vs. VEMPX commentary
Jan 15, 2026
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 Hold and VEMPX is a Hold.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 82.1B vs. SPMIX (112M). VEMPX pays higher dividends than SPMIX: VEMPX (1.15) vs SPMIX (0.88). SPMIX was incepted earlier than VEMPX: SPMIX (34 years) vs VEMPX (15 years). SPMIX (0.64) is less costly to investors than VEMPX (0.04). SPMIX is a more actively managed with annual turnover of: 12.00 vs. VEMPX (11.00). SPMIX has a lower initial minimum investment than VEMPX: SPMIX (1000) vs VEMPX (100000000). VEMPX annual gain was more profitable for investors over the last year : 15.02 vs. SPMIX (7.00). VEMPX return over 5 years is better than : 28.47 vs. SPMIX (5.29).
| SPMIX | VEMPX | SPMIX / VEMPX | |
| Total Expense Ratio | 0.64 | 0.04 | 1,600% |
| Annual Report Gross Expense Ratio | 0.64 | 0.04 | 1,600% |
| Fund Existence | 34 years | 15 years | - |
| Gain YTD | 5.012 | 5.025 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112M | 82.1B | 0% |
| Annual Yield % from dividends | 0.88 | 1.15 | 77% |
| Returns for 1 year | 7.00 | 15.02 | 47% |
| Returns for 3 years | 14.67 | 56.04 | 26% |
| Returns for 5 years | 5.29 | 28.47 | 19% |
| Returns for 10 years | 36.40 | 205.15 | 18% |