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MIDKX vs VEMPX
MIDKX vs VEMPX Comparison
Open Charts MIDKX vs VEMPX
Shelton S&P Midcap Index K
Price$20.56
Change-$1.04 (-4.81%)
VolumeN/A
Net Assets90.73M
Vanguard Extended Market Index InstlPlus
Price$290.94
Change-$16.04 (-5.23%)
VolumeN/A
Net Assets110.09B
MIDKX vs VEMPX Comparison Chart
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MIDKX vs. VEMPX commentary
Apr 08, 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 MIDKX is a Hold and VEMPX is a Hold.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 110B vs. MIDKX (90.7M). VEMPX pays higher dividends than MIDKX: VEMPX (1.31) vs MIDKX (0.41). MIDKX was incepted earlier than VEMPX: MIDKX (21 years) vs VEMPX (14 years). MIDKX (1.14) is less costly to investors than VEMPX (0.04). MIDKX is a more actively managed with annual turnover of: 19.00 vs. VEMPX (11.00). MIDKX has a lower initial minimum investment than VEMPX: MIDKX (1000) vs VEMPX (100000000). VEMPX annual gain was more profitable for investors over the last year : -8.43 vs. MIDKX (-18.26). VEMPX return over 5 years is better than : 89.19 vs. MIDKX (34.92).
| MIDKX | VEMPX | MIDKX / VEMPX | |
| Total Expense Ratio | 1.14 | 0.04 | 2,850% |
| Annual Report Gross Expense Ratio | 1.14 | 0.04 | 2,850% |
| Fund Existence | 21 years | 14 years | - |
| Gain YTD | -15.033 | -18.102 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90.7M | 110B | 0% |
| Annual Yield % from dividends | 0.41 | 1.31 | 32% |
| Returns for 1 year | -18.26 | -8.43 | 217% |
| Returns for 3 years | -18.67 | -4.60 | 406% |
| Returns for 5 years | 34.92 | 89.19 | 39% |
| Returns for 10 years | -28.46 | 74.35 | -38% |
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