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SPMIX vs VEMPX
SPMIX vs VEMPX Comparison
Open Charts SPMIX vs VEMPX
Shelton S&P Midcap Index Investor
Price$27.04
Change+$0.52 (+1.96%)
VolumeN/A
Net Assets111.24M
Vanguard Extended Market Index InstlPlus
Price$402.52
Change+$6.57 (+1.66%)
VolumeN/A
Net Assets82.12B
SPMIX vs VEMPX Comparison Chart in %
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SPMIX vs. VEMPX commentary
Feb 04, 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 Buy and VEMPX is a Hold.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 82.1B vs. SPMIX (111M). VEMPX pays higher dividends than SPMIX: VEMPX (1.12) vs SPMIX (0.85). SPMIX was incepted earlier than VEMPX: SPMIX (34 years) vs VEMPX (15 years). SPMIX (0.63) 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 : 9.31 vs. SPMIX (4.54). VEMPX return over 5 years is better than : 21.43 vs. SPMIX (5.17).
| SPMIX | VEMPX | SPMIX / VEMPX | |
| Total Expense Ratio | 0.63 | 0.04 | 1,575% |
| Annual Report Gross Expense Ratio | 0.63 | 0.04 | 1,575% |
| Fund Existence | 34 years | 15 years | - |
| Gain YTD | 5.051 | 2.838 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111M | 82.1B | 0% |
| Annual Yield % from dividends | 0.85 | 1.12 | 76% |
| Returns for 1 year | 4.54 | 9.31 | 49% |
| Returns for 3 years | 9.36 | 43.71 | 21% |
| Returns for 5 years | 5.17 | 21.43 | 24% |
| Returns for 10 years | 35.46 | 204.44 | 17% |
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