Shelton Capital Management S&P Midcap Index Fund (SPMIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to SPMIX
SPMIX charges 0.62% annually. Among mutual funds in the Mid Cap Blend Equities category, these options have the lowest expense ratios among SPMIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | Sep 8, 2011 | SPMIX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | Dec 15, 2010 | SPMIX vs VMCPX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | Dec 20, 2017 | SPMIX vs SWMCX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | Jan 14, 2011 | SPMIX vs VEMPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | May 21, 1998 | SPMIX vs VMCIX |
Best Risk-Adjusted Alternatives to SPMIX
Among mutual funds in the Mid Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Victory Trivalent International Small-Cap Fund Cla... | 89 | — | SPMIX vs MISIX | |
| Paradigm Select Fund | 82 | Jan 3, 2005 | SPMIX vs PFSLX | |
| Gabelli Value 25 Fund | 80 | Sep 29, 1989 | SPMIX vs GABVX | |
| Tarkio Fund | 75 | Jun 28, 2011 | SPMIX vs TARKX | |
| The Texas Fund | 71 | Sep 17, 2013 | SPMIX vs BIGTX |
Top Performing SPMIX Alternatives (YTD)
SPMIX alternatives from the Mid Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Fund | 7.40% | May 1, 2001 | SPMIX vs AVEMX | |
| The Texas Fund | 7.11% | Sep 17, 2013 | SPMIX vs BIGTX | |
| Paradigm Select Fund | 6.58% | Jan 3, 2005 | SPMIX vs PFSLX | |
| Gabelli Focused Growth and Income Fund | 5.16% | Dec 31, 2002 | SPMIX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | 3.61% | Dec 26, 2018 | SPMIX vs FTSIX |
Lowest Volatility Alternatives to SPMIX
SPMIX alternatives from the Mid Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | 13.53% | Dec 26, 2019 | SPMIX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | 15.42% | Feb 21, 1989 | SPMIX vs LLSCX | |
| Victory RS Investors Fund | 15.78% | Nov 15, 2005 | SPMIX vs RSINX | |
| Timothy Plan Large/Mid Cap Value Fund | 15.87% | Jul 14, 1999 | SPMIX vs TLVAX | |
| Gabelli Value 25 Fund | 15.99% | Sep 29, 1989 | SPMIX vs GABVX |
Lowest Drawdown Alternatives to SPMIX
SPMIX alternatives from the Mid Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | -8.85% | Dec 26, 2019 | SPMIX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | -10.47% | Feb 21, 1989 | SPMIX vs LLSCX | |
| Jensen Quality Value Fund | -10.62% | Mar 31, 2010 | SPMIX vs JNVSX | |
| Timothy Plan Large/Mid Cap Value Fund | -11.09% | Jul 14, 1999 | SPMIX vs TLVAX | |
| Kirr Marbach Partners Value Fund | -11.33% | Dec 31, 1998 | SPMIX vs KMVAX |
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Often Compared With SPMIX
What investors most often compare with SPMIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco S&P 500 Momentum ETF | S&P 500 | 66 | -5.78% | Oct 9, 2015 | SPMIX vs SPMO | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | SPMIX vs VOO | |
| Vanguard Target Retirement 2035 Fund | Target Retirement Date, Diversified Portfolio | 73 | -3.07% | Oct 27, 2003 | SPMIX vs VTTHX |
Compare SPMIX with Any Fund or Stock
Compare SPMIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.