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SPMIX vs VEXMX
SPMIX vs VEXMX Comparison
Open Charts SPMIX vs VEXMX
Shelton S&P Midcap Index Investor
Price$25.75
Change+$0.18 (+0.70%)
VolumeN/A
Net Assets106.8M
Vanguard Extended Market Index Investor
Price$160.99
Change+$2.20 (+1.39%)
VolumeN/A
Net Assets83.92B
SPMIX vs VEXMX Comparison Chart in %
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SPMIX vs. VEXMX 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 VEXMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 83.9B vs. SPMIX (107M). VEXMX pays higher dividends than SPMIX: VEXMX (0.96) vs SPMIX (0.89). SPMIX was incepted earlier than VEXMX: SPMIX (34 years) vs VEXMX (38 years). SPMIX (0.64) is less costly to investors than VEXMX (0.19). SPMIX is a more actively managed with annual turnover of: 19.00 vs. VEXMX (11.00). SPMIX has a lower initial minimum investment than VEXMX: SPMIX (1000) vs VEXMX (3000). VEXMX annual gain was more profitable for investors over the last year : 2.34 vs. SPMIX (-5.04). VEXMX return over 5 years is better than : 35.69 vs. SPMIX (11.44).
| SPMIX | VEXMX | SPMIX / VEXMX | |
| Total Expense Ratio | 0.64 | 0.19 | 337% |
| Annual Report Gross Expense Ratio | 0.64 | 0.19 | 337% |
| Fund Existence | 34 years | 38 years | - |
| Gain YTD | 1.985 | 10.333 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107M | 83.9B | 0% |
| Annual Yield % from dividends | 0.89 | 0.96 | 93% |
| Returns for 1 year | -5.04 | 2.34 | -215% |
| Returns for 3 years | 9.60 | 47.13 | 20% |
| Returns for 5 years | 11.44 | 35.69 | 32% |
| Returns for 10 years | 14.03 | 149.02 | 9% |
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