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SPMIX vs VMCIX
SPMIX vs VMCIX Comparison
Open Charts SPMIX vs VMCIX
Shelton S&P Midcap Index Investor
Price$27.04
Change+$0.52 (+1.96%)
VolumeN/A
Net Assets111.24M
Vanguard Mid Cap Index Institutional
Price$81.20
Change+$1.04 (+1.30%)
VolumeN/A
Net Assets198.74B
SPMIX vs VMCIX Comparison Chart in %
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SPMIX vs. VMCIX 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 VMCIX is a Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 199B vs. SPMIX (111M). VMCIX pays higher dividends than SPMIX: VMCIX (1.49) vs SPMIX (0.85). SPMIX was incepted earlier than VMCIX: SPMIX (34 years) vs VMCIX (28 years). SPMIX (0.63) is less costly to investors than VMCIX (0.04). VMCIX is a more actively managed with annual turnover of: 16.00 vs. SPMIX (12.00). SPMIX has a lower initial minimum investment than VMCIX: SPMIX (1000) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 8.25 vs. SPMIX (4.54). VMCIX return over 5 years is better than : 38.88 vs. SPMIX (5.17).
| SPMIX | VMCIX | SPMIX / VMCIX | |
| Total Expense Ratio | 0.63 | 0.04 | 1,575% |
| Annual Report Gross Expense Ratio | 0.63 | 0.04 | 1,575% |
| Fund Existence | 34 years | 28 years | - |
| Gain YTD | 5.051 | 2.293 | 220% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111M | 199B | 0% |
| Annual Yield % from dividends | 0.85 | 1.49 | 57% |
| Returns for 1 year | 4.54 | 8.25 | 55% |
| Returns for 3 years | 9.36 | 34.06 | 27% |
| Returns for 5 years | 5.17 | 38.88 | 13% |
| Returns for 10 years | 35.46 | 180.65 | 20% |
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