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SPMIX vs VMCIX
SPMIX vs VMCIX Comparison
Open Charts SPMIX vs VMCIX
Shelton S&P Midcap Index Investor
Price$26.89
Change+$0.11 (+0.41%)
VolumeN/A
Net Assets109.26M
Vanguard Mid Cap Index Institutional
Price$79.17
Change-$0.11 (-0.14%)
VolumeN/A
Net Assets199.16B
SPMIX vs VMCIX Comparison Chart in %
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SPMIX vs. VMCIX commentary
Sep 08, 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 VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 199B vs. SPMIX (109M). VMCIX pays higher dividends than SPMIX: VMCIX (1.47) vs SPMIX (0.87). SPMIX was incepted earlier than VMCIX: SPMIX (33 years) vs VMCIX (27 years). SPMIX (0.64) is less costly to investors than VMCIX (0.04). SPMIX is a more actively managed with annual turnover of: 19.00 vs. VMCIX (16.00). 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 : 15.05 vs. SPMIX (2.06). VMCIX return over 5 years is better than : 65.06 vs. SPMIX (24.71).
| SPMIX | VMCIX | SPMIX / VMCIX | |
| Total Expense Ratio | 0.64 | 0.04 | 1,600% |
| Annual Report Gross Expense Ratio | 0.64 | 0.04 | 1,600% |
| Fund Existence | 33 years | 27 years | - |
| Gain YTD | 6.122 | 9.708 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109M | 199B | 0% |
| Annual Yield % from dividends | 0.87 | 1.47 | 59% |
| Returns for 1 year | 2.06 | 15.05 | 14% |
| Returns for 3 years | 15.56 | 41.08 | 38% |
| Returns for 5 years | 24.71 | 65.06 | 38% |
| Returns for 10 years | 3.12 | 141.13 | 2% |
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