SPMIX
Price
$26.25
Change
+$0.24 (+0.92%)
Updated
Jul 25 closing price
Net Assets
107.95M
VMCIX
Price
$79.25
Change
+$0.60 (+0.76%)
Updated
Jul 25 closing price
Net Assets
192.45B
Interact to see
Advertisement

SPMIX vs VMCIX

Header iconSPMIX vs VMCIX Comparison
Open Charts SPMIX vs VMCIXBanner chart's image
Shelton S&P Midcap Index Investor
Price$26.25
Change+$0.24 (+0.92%)
VolumeN/A
Net Assets107.95M
Vanguard Mid Cap Index Institutional
Price$79.25
Change+$0.60 (+0.76%)
VolumeN/A
Net Assets192.45B
SPMIX vs VMCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
SPMIX vs. VMCIX commentary
Jul 27, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 192B vs. SPMIX (108M). VMCIX pays higher dividends than SPMIX: VMCIX (1.53) vs SPMIX (0.91). 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 : 17.90 vs. SPMIX (-1.84). VMCIX return over 5 years is better than : 70.90 vs. SPMIX (25.09).
SPMIXVMCIXSPMIX / VMCIX
Total Expense Ratio0.640.041,600%
Annual Report Gross Expense Ratio0.640.041,600%
Fund Existence33 years27 years-
Gain YTD3.5969.81937%
Front LoadN/AN/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets108M192B0%
Annual Yield % from dividends0.911.5360%
Returns for 1 year-1.8417.90-10%
Returns for 3 years12.0742.1129%
Returns for 5 years25.0970.9035%
Returns for 10 years-3.33132.63-3%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
JOPPX53.360.51
+0.96%
Johnson Opportunity
WFLLX20.320.15
+0.74%
Allspring Large Cap Core Admin
CSSCX20.200.12
+0.60%
Columbia Small Cap Value I C
TWEAX8.960.04
+0.45%
American Century Equity Income A
RYECX187.36-0.95
-0.50%
Rydex Energy C