Interact to see
Advertisement
Advertisement
SPMIX vs VIMSX
SPMIX vs VIMSX Comparison
Open Charts SPMIX vs VIMSX
Shelton S&P Midcap Index Investor
Price$27.04
Change+$0.52 (+1.96%)
VolumeN/A
Net Assets111.24M
Vanguard Mid Cap Index Investor
Price$81.03
Change+$1.02 (+1.27%)
VolumeN/A
Net Assets198.74B
SPMIX vs VIMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SPMIX vs. VIMSX commentary
Feb 04, 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 Buy and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. SPMIX (111M). VIMSX pays higher dividends than SPMIX: VIMSX (1.37) vs SPMIX (0.85). SPMIX was incepted earlier than VIMSX: SPMIX (34 years) vs VIMSX (28 years). SPMIX (0.63) 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 : 8.23 vs. SPMIX (4.54). VIMSX return over 5 years is better than : 38.77 vs. SPMIX (5.17).
| SPMIX | VIMSX | SPMIX / VIMSX | |
| Total Expense Ratio | 0.63 | 0.17 | 371% |
| Annual Report Gross Expense Ratio | 0.63 | 0.17 | 371% |
| Fund Existence | 34 years | 28 years | - |
| Gain YTD | 5.051 | 2.272 | 222% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111M | 199B | 0% |
| Annual Yield % from dividends | 0.85 | 1.37 | 62% |
| Returns for 1 year | 4.54 | 8.23 | 55% |
| Returns for 3 years | 9.36 | 33.97 | 28% |
| Returns for 5 years | 5.17 | 38.77 | 13% |
| Returns for 10 years | 35.46 | 180.15 | 20% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement