SPMIX
Price
$26.03
Change
+$0.17 (+0.66%)
Updated
Jul 3 closing price
Net Assets
107.44M
VEXMX
Price
$149.96
Change
+$1.39 (+0.94%)
Updated
Jul 3 closing price
Net Assets
107.69B
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SPMIX vs VEXMX

Header iconSPMIX vs VEXMX Comparison
Open Charts SPMIX vs VEXMXBanner chart's image
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 %
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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.

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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).
SPMIXVEXMXSPMIX / VEXMX
Total Expense Ratio0.640.19337%
Annual Report Gross Expense Ratio0.640.19337%
Fund Existence33 years38 years-
Gain YTD2.7284.13166%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets107M108B0%
Annual Yield % from dividends0.911.0190%
Returns for 1 year0.9617.455%
Returns for 3 years16.1249.6232%
Returns for 5 years29.0068.2442%
Returns for 10 years-5.45122.93-4%
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