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SPMIX vs VSEMX
SPMIX vs VSEMX Comparison
Open Charts SPMIX vs VSEMX
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.
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).
| SPMIX | VSEMX | SPMIX / VSEMX | |
| Total Expense Ratio | 0.64 | 0.02 | 3,200% |
| Annual Report Gross Expense Ratio | 0.64 | 0.02 | 3,200% |
| Fund Existence | 33 years | 9 years | - |
| Gain YTD | 2.728 | 4.149 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107M | 108B | 0% |
| Annual Yield % from dividends | 0.91 | 1.17 | 78% |
| Returns for 1 year | 0.96 | 17.51 | 5% |
| Returns for 3 years | 16.12 | 49.81 | 32% |
| Returns for 5 years | 29.00 | 68.58 | 42% |
| Returns for 10 years | -5.45 | N/A | - |