Interact to see
Advertisement
Advertisement
SPMIX vs VEXMX
SPMIX vs VEXMX Comparison
Open Charts SPMIX vs VEXMX
Shelton S&P Midcap Index Investor
Price$26.03
Change+$0.17 (+0.66%)
VolumeN/A
Net Assets107.44M
Vanguard Extended Market Index Investor
Price$149.96
Change+$1.39 (+0.94%)
VolumeN/A
Net Assets107.69B
SPMIX vs VEXMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SPMIX vs. VEXMX commentary
Jul 07, 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 Buy and VEXMX is a Buy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 108B vs. SPMIX (107M). VEXMX pays higher dividends than SPMIX: VEXMX (1.01) vs SPMIX (0.91). SPMIX was incepted earlier than VEXMX: SPMIX (33 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 : 17.45 vs. SPMIX (0.96). VEXMX return over 5 years is better than : 68.24 vs. SPMIX (29.00).
| SPMIX | VEXMX | SPMIX / VEXMX | |
| Total Expense Ratio | 0.64 | 0.19 | 337% |
| Annual Report Gross Expense Ratio | 0.64 | 0.19 | 337% |
| Fund Existence | 33 years | 38 years | - |
| Gain YTD | 2.728 | 4.131 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107M | 108B | 0% |
| Annual Yield % from dividends | 0.91 | 1.01 | 90% |
| Returns for 1 year | 0.96 | 17.45 | 5% |
| Returns for 3 years | 16.12 | 49.62 | 32% |
| Returns for 5 years | 29.00 | 68.24 | 42% |
| Returns for 10 years | -5.45 | 122.93 | -4% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BMSYX | 15.03 | 0.12 | +0.80% |
| MFS Blended Research Mid Cap Eq R6 | |||
| SCVFX | 30.17 | 0.21 | +0.70% |
| Allspring Small Company Value C | |||
| JEMSX | 35.61 | 0.23 | +0.65% |
| JPMorgan Emerging Markets Equity I | |||
| SLCVX | 29.42 | 0.19 | +0.65% |
| Saratoga Large Capitalization Value I | |||
| BGLYX | 14.35 | 0.03 | +0.21% |
| Brookfield Global Listed InfrastructureI | |||