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SPMIX vs VIMSX
SPMIX vs VIMSX Comparison
Open Charts SPMIX vs VIMSX
Shelton S&P Midcap Index Investor
Price$27.06
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets111.73M
Vanguard Mid Cap Index Investor
Price$81.93
Change+$0.17 (+0.21%)
VolumeN/A
Net Assets198.74B
SPMIX vs VIMSX Comparison Chart in %
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SPMIX vs. VIMSX commentary
Jan 15, 2026
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 VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. SPMIX (112M). VIMSX pays higher dividends than SPMIX: VIMSX (1.40) vs SPMIX (0.88). SPMIX was incepted earlier than VIMSX: SPMIX (34 years) vs VIMSX (28 years). SPMIX (0.64) is less costly to investors than VIMSX (0.17). VIMSX is a more actively managed with annual turnover of: 16.00 vs. SPMIX (12.00). SPMIX has a lower initial minimum investment than VIMSX: SPMIX (1000) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 12.63 vs. SPMIX (7.00). VIMSX return over 5 years is better than : 42.51 vs. SPMIX (5.29).
| SPMIX | VIMSX | SPMIX / VIMSX | |
| Total Expense Ratio | 0.64 | 0.17 | 376% |
| Annual Report Gross Expense Ratio | 0.64 | 0.17 | 376% |
| Fund Existence | 34 years | 28 years | - |
| Gain YTD | 5.012 | 3.408 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112M | 199B | 0% |
| Annual Yield % from dividends | 0.88 | 1.40 | 63% |
| Returns for 1 year | 7.00 | 12.63 | 55% |
| Returns for 3 years | 14.67 | 40.63 | 36% |
| Returns for 5 years | 5.29 | 42.51 | 12% |
| Returns for 10 years | 36.40 | 181.93 | 20% |