Shelton Capital Management S&P Midcap Index Fund (SPMIX) belongs to the Mid Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SPMIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SPMIX
SPMIX charges 0.62% annually. There are 33 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | SPMIX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | SPMIX vs VMCPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | SPMIX vs FSMAX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | 218.80B | May 1998 | SPMIX vs VMCIX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jan 2011 | SPMIX vs VEMPX |
Best Risk-Adjusted Alternatives to SPMIX
SPMIX has a PortfoliosLab risk / return rank of 50. There are 58 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 92 | — | Jan 2005 | SPMIX vs PFSLX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 84 | — | Aug 2013 | SPMIX vs FZAMX | |
| Vanguard Strategic Equity Fund | 83 | 11.50B | Aug 1995 | SPMIX vs VSEQX | |
| Fidelity Advisor Mid Cap II Fund Class I | 83 | — | Aug 2004 | SPMIX vs FIIMX | |
| Destinations Small-Mid Cap Equity Fund | 82 | — | Mar 2017 | SPMIX vs DSMFX |
Top Performing SPMIX Alternatives (YTD)
SPMIX is at 14.88% YTD. There are 69 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 45.18%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 45.18% | — | Jan 2005 | SPMIX vs PFSLX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 34.15% | — | Aug 2015 | SPMIX vs FZFLX | |
| Hodges Fund | 29.58% | — | Oct 1992 | SPMIX vs HDPMX | |
| 13D Activist Fund | 25.92% | — | Dec 2011 | SPMIX vs DDDIX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 25.08% | — | Aug 2013 | SPMIX vs FZAMX |
Lowest Volatility Alternatives to SPMIX
SPMIX has 15.72% 1-year volatility. There are 60 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.90%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.90% | — | Dec 2002 | SPMIX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.82% | — | Jul 1999 | SPMIX vs TLVAX | |
| Boston Trust Midcap Fund | 11.88% | — | — | SPMIX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 11.99% | — | Aug 2011 | SPMIX vs WAMFX | |
| Victory RS Investors Fund | 12.08% | — | Nov 2005 | SPMIX vs RSINX |
Lowest Drawdown Alternatives to SPMIX
SPMIX has a 1-year max drawdown of -8.89%. There are 47 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | SPMIX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | SPMIX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | SPMIX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | SPMIX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | SPMIX vs DNLDX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 35 | 11.91% | — | Sep 2021 | SPMIX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 55 | 8.09% | — | Jul 1993 | SPMIX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 94 | 11.04% | — | Dec 2012 | SPMIX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 57 | 10.22% | — | May 2011 | SPMIX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 68 | 10.20% | — | Dec 1991 | SPMIX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 33 | 3.44% | — | Aug 2005 | SPMIX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 50 | 8.40% | — | Jul 2010 | SPMIX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 54 | 35.79% | — | Apr 2000 | SPMIX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 74 | 6.66% | — | Oct 2007 | SPMIX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 67 | 11.96% | — | Sep 1999 | SPMIX vs FAMRX |
Often Compared With SPMIX
Investors most often compare SPMIX with SPMO, VOO, VTTHX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare SPMIX with Any Fund or Stock
Compare SPMIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SPMIX with funds that move differently
Shelton Capital Management S&P Midcap Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SPMIX.
Explore SPMIX Diversifiers