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 32 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% | 213.90B | Dec 2010 | SPMIX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | 213.90B | May 1998 | SPMIX vs VMCIX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | 2.70B | Dec 2017 | SPMIX vs SWMCX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 89.90B | Jan 2011 | SPMIX vs VEMPX |
Best Risk-Adjusted Alternatives to SPMIX
SPMIX has a PortfoliosLab risk / return rank of 43. There are 72 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 | |
| Gotham Enhanced Return Fund | 83 | — | May 2013 | SPMIX vs GENIX | |
| The Texas Fund | 82 | — | Sep 2013 | SPMIX vs BIGTX | |
| Destinations Small-Mid Cap Equity Fund | 77 | — | Mar 2017 | SPMIX vs DSMFX | |
| Vanguard Strategic Equity Fund | 75 | 11.20B | Aug 1995 | SPMIX vs VSEQX |
Top Performing SPMIX Alternatives (YTD)
SPMIX is at 13.67% YTD. There are 73 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 42.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 42.35% | — | Jan 2005 | SPMIX vs PFSLX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 33.04% | — | Aug 2015 | SPMIX vs FZFLX | |
| Hodges Fund | 28.91% | — | Oct 1992 | SPMIX vs HDPMX | |
| 13D Activist Fund | 27.27% | — | Dec 2011 | SPMIX vs DDDIX | |
| The Texas Fund | 26.40% | — | Sep 2013 | SPMIX vs BIGTX |
Lowest Volatility Alternatives to SPMIX
SPMIX has 15.37% 1-year volatility. There are 58 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Aquila Opportunity Growth Fund | 9.26% | — | Jul 1994 | SPMIX vs ATGAX | |
| Gabelli Focused Growth and Income Fund | 9.65% | — | Dec 2002 | SPMIX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.53% | — | Jul 1999 | SPMIX vs TLVAX | |
| Quantified Common Ground Fund | 11.73% | — | Dec 2019 | SPMIX vs QCGDX | |
| Boston Trust Midcap Fund | 11.80% | — | — | SPMIX vs BTMFX |
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 -5.55%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Common Ground Fund | -5.55% | — | Dec 2019 | SPMIX vs QCGDX | |
| 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 |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include NASDX, VFAIX, VTMFX and span 10 categories. AUM among these funds goes as high as $29B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 75 | 21.38% | — | Jan 2000 | SPMIX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 4 | -5.08% | 13.70B | Feb 2004 | SPMIX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 6.03% | 11.90B | Sep 1994 | SPMIX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.31% | 28.60B | Sep 1994 | SPMIX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 73 | 11.69% | — | Jul 1993 | SPMIX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 28 | 11.23% | — | Sep 2021 | SPMIX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 13.10% | — | May 2011 | SPMIX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.48% | — | Dec 2012 | SPMIX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.93% | — | Dec 1991 | SPMIX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 15.25% | — | Jul 2010 | SPMIX vs ASFYX |
Often Compared With SPMIX
Investors most often compare SPMIX with SPMO, VOO, VTTHX. These 20 comparison targets span 7 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