Interact to see
Advertisement
Advertisement
SPMIX vs VIEIX
SPMIX vs VIEIX Comparison
Open Charts SPMIX vs VIEIX
Shelton S&P Midcap Index Investor
Price$25.75
Change+$0.18 (+0.70%)
VolumeN/A
Net Assets106.8M
Vanguard Extended Market Index Instl
Price$160.88
Change+$2.20 (+1.39%)
VolumeN/A
Net Assets83.92B
SPMIX vs VIEIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SPMIX vs. VIEIX 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 VIEIX is a StrongBuy.
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 (0.89). 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 : 2.37 vs. SPMIX (-5.04). VIEIX return over 5 years is better than : 35.89 vs. SPMIX (11.44).
| 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 | 1.985 | 10.384 | 19% |
| 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 | 0.89 | 1.09 | 82% |
| Returns for 1 year | -5.04 | 2.37 | -212% |
| Returns for 3 years | 9.60 | 47.27 | 20% |
| Returns for 5 years | 11.44 | 35.89 | 32% |
| Returns for 10 years | 14.03 | 149.90 | 9% |
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 | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| MGK | 415.47 | 2.30 | +0.56% |
| Vanguard Mega Cap Growth ETF | |||
| DWMF | 32.43 | 0.05 | +0.14% |
| WisdomTree International Mltfctr | |||
| PBAU | 29.72 | 0.03 | +0.11% |
| PGIM S&P 500 Buffer 20 ETF - Aug | |||
| REZ | 86.60 | 0.01 | +0.01% |
| iShares Residential & Multisector RE ETF | |||
| NBSM | 25.52 | -0.07 | -0.27% |
| Neuberger Berman Small-Mid Cap ETF | |||