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SPMIX vs VEMPX
SPMIX vs VEMPX Comparison
Open Charts SPMIX vs VEMPX
Shelton S&P Midcap Index Investor
Price$25.75
Change+$0.18 (+0.70%)
VolumeN/A
Net Assets106.8M
Vanguard Extended Market Index InstlPlus
Price$397.03
Change+$5.44 (+1.39%)
VolumeN/A
Net Assets83.92B
SPMIX vs VEMPX Comparison Chart in %
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SPMIX vs. VEMPX commentary
Dec 04, 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 VEMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 83.9B vs. SPMIX (107M). VEMPX pays higher dividends than SPMIX: VEMPX (1.10) vs SPMIX (0.89). 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: 19.00 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 : 2.38 vs. SPMIX (-5.04). VEMPX return over 5 years is better than : 35.90 vs. SPMIX (11.44).
| 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 | 1.985 | 10.383 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107M | 83.9B | 0% |
| Annual Yield % from dividends | 0.89 | 1.10 | 81% |
| Returns for 1 year | -5.04 | 2.38 | -212% |
| Returns for 3 years | 9.60 | 47.29 | 20% |
| Returns for 5 years | 11.44 | 35.90 | 32% |
| Returns for 10 years | 14.03 | 149.98 | 9% |
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