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SPMIX vs VIEIX
SPMIX vs VIEIX Comparison
Open Charts SPMIX vs VIEIX
Shelton S&P Midcap Index Investor
Price$26.03
Change+$0.17 (+0.66%)
VolumeN/A
Net Assets107.44M
Vanguard Extended Market Index Instl
Price$149.82
Change+$1.38 (+0.93%)
VolumeN/A
Net Assets107.69B
SPMIX vs VIEIX Comparison Chart in %
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SPMIX vs. VIEIX 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 VIEIX is a Buy.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 108B vs. SPMIX (107M). VIEIX pays higher dividends than SPMIX: VIEIX (1.15) vs SPMIX (0.91). SPMIX was incepted earlier than VIEIX: SPMIX (33 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 : 17.49 vs. SPMIX (0.96). VIEIX return over 5 years is better than : 68.49 vs. SPMIX (29.00).
| 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 | 33 years | 28 years | - |
| Gain YTD | 2.728 | 4.147 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107M | 108B | 0% |
| Annual Yield % from dividends | 0.91 | 1.15 | 79% |
| Returns for 1 year | 0.96 | 17.49 | 5% |
| Returns for 3 years | 16.12 | 49.76 | 32% |
| Returns for 5 years | 29.00 | 68.49 | 42% |
| Returns for 10 years | -5.45 | 123.58 | -4% |
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