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SPMIX vs VMCPX
SPMIX vs VMCPX Comparison
Open Charts SPMIX vs VMCPX
Shelton S&P Midcap Index Investor
Price$25.89
Change-$0.15 (-0.58%)
VolumeN/A
Net Assets105.79M
Vanguard Mid Cap Index InstitutionalPlus
Price$385.48
Change-$0.94 (-0.24%)
VolumeN/A
Net Assets196.76B
SPMIX vs VMCPX Comparison Chart in %
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SPMIX vs. VMCPX commentary
Aug 18, 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 VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 197B vs. SPMIX (106M). VMCPX pays higher dividends than SPMIX: VMCPX (1.51) vs SPMIX (0.90). SPMIX was incepted earlier than VMCPX: SPMIX (33 years) vs VMCPX (15 years). SPMIX (0.64) is less costly to investors than VMCPX (0.03). SPMIX is a more actively managed with annual turnover of: 19.00 vs. VMCPX (16.00). SPMIX has a lower initial minimum investment than VMCPX: SPMIX (1000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 14.33 vs. SPMIX (-2.58). VMCPX return over 5 years is better than : 62.30 vs. SPMIX (17.14).
| SPMIX | VMCPX | SPMIX / VMCPX | |
| Total Expense Ratio | 0.64 | 0.03 | 2,133% |
| Annual Report Gross Expense Ratio | 0.64 | 0.03 | 2,133% |
| Fund Existence | 33 years | 15 years | - |
| Gain YTD | 2.175 | 8.316 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106M | 197B | 0% |
| Annual Yield % from dividends | 0.90 | 1.51 | 60% |
| Returns for 1 year | -2.58 | 14.33 | -18% |
| Returns for 3 years | 0.51 | 26.46 | 2% |
| Returns for 5 years | 17.14 | 62.30 | 28% |
| Returns for 10 years | -6.24 | 125.31 | -5% |