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SPMIX vs VIEIX
SPMIX vs VIEIX Comparison
Open Charts SPMIX vs VIEIX
Shelton S&P Midcap Index Investor
Price$26.24
Change-$0.49 (-1.83%)
VolumeN/A
Net Assets107.07M
Vanguard Extended Market Index Instl
Price$159.27
Change-$0.09 (-0.06%)
VolumeN/A
Net Assets83.92B
SPMIX vs VIEIX Comparison Chart in %
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SPMIX vs. VIEIX commentary
Nov 14, 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 Hold and VIEIX is a Hold.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 83.9B vs. SPMIX (107M). VIEIX pays higher dividends than SPMIX: VIEIX (1.09) vs SPMIX (0.83). SPMIX was incepted earlier than VIEIX: SPMIX (34 years) vs VIEIX (28 years). SPMIX (0.64) is less costly to investors than VIEIX (0.05). SPMIX is a more actively managed with annual turnover of: 19.00 vs. VIEIX (11.00). SPMIX has a lower initial minimum investment than VIEIX: SPMIX (1000) vs VIEIX (5000000). VIEIX annual gain was more profitable for investors over the last year : 5.73 vs. SPMIX (-7.96). VIEIX return over 5 years is better than : 47.81 vs. SPMIX (11.17).
| SPMIX | VIEIX | SPMIX / VIEIX | |
| Total Expense Ratio | 0.64 | 0.05 | 1,280% |
| Annual Report Gross Expense Ratio | 0.64 | 0.05 | 1,280% |
| Fund Existence | 34 years | 28 years | - |
| Gain YTD | 5.702 | 10.788 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107M | 83.9B | 0% |
| Annual Yield % from dividends | 0.83 | 1.09 | 76% |
| Returns for 1 year | -7.96 | 5.73 | -139% |
| Returns for 3 years | 7.69 | 48.62 | 16% |
| Returns for 5 years | 11.17 | 47.81 | 23% |
| Returns for 10 years | 3.44 | 157.78 | 2% |
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