SPMIX
Price
$26.03
Change
+$0.17 (+0.66%)
Updated
Jul 3 closing price
Net Assets
107.44M
VSEMX
Price
$240.81
Change
+$2.23 (+0.93%)
Updated
Jul 3 closing price
Net Assets
107.69B
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SPMIX vs VSEMX

Header iconSPMIX vs VSEMX Comparison
Open Charts SPMIX vs VSEMXBanner chart's image
Shelton S&P Midcap Index Investor
Price$26.03
Change+$0.17 (+0.66%)
VolumeN/A
Net Assets107.44M
Vanguard Extended Market Index Instl Sel
Price$240.81
Change+$2.23 (+0.93%)
VolumeN/A
Net Assets107.69B
SPMIX vs VSEMX Comparison Chart in %
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SPMIX vs. VSEMX commentary
Jul 07, 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 VSEMX is a Buy.

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FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 108B vs. SPMIX (107M). VSEMX pays higher dividends than SPMIX: VSEMX (1.17) vs SPMIX (0.91). SPMIX was incepted earlier than VSEMX: SPMIX (33 years) vs VSEMX (9 years). SPMIX (0.64) is less costly to investors than VSEMX (0.02). SPMIX is a more actively managed with annual turnover of: 19.00 vs. VSEMX (11.00). SPMIX has a lower initial minimum investment than VSEMX: SPMIX (1000) vs VSEMX (3000000000). VSEMX annual gain was more profitable for investors over the last year : 17.51 vs. SPMIX (0.96). VSEMX return over 5 years is better than : 68.58 vs. SPMIX (29.00).
SPMIXVSEMXSPMIX / VSEMX
Total Expense Ratio0.640.023,200%
Annual Report Gross Expense Ratio0.640.023,200%
Fund Existence33 years9 years-
Gain YTD2.7284.14966%
Front LoadN/AN/A-
Min. Initial Investment100030000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets107M108B0%
Annual Yield % from dividends0.911.1778%
Returns for 1 year0.9617.515%
Returns for 3 years16.1249.8132%
Returns for 5 years29.0068.5842%
Returns for 10 years-5.45N/A-
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