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MIDKX vs VEMPX
MIDKX vs VEMPX Comparison
Open Charts MIDKX vs VEMPX
Shelton S&P Midcap Index K
Price$25.16
Change+$0.10 (+0.40%)
VolumeN/A
Net Assets112.78M
Vanguard Extended Market Index InstlPlus
Price$369.73
Change+$2.48 (+0.68%)
VolumeN/A
Net Assets111.13B
MIDKX vs VEMPX Comparison Chart
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MIDKX vs. VEMPX commentary
Jan 19, 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: 111B vs. MIDKX (113M). VEMPX pays higher dividends than MIDKX: VEMPX (1.22) vs MIDKX (0.47). MIDKX was incepted earlier than VEMPX: MIDKX (21 years) vs VEMPX (14 years). MIDKX is a more actively managed with annual turnover of: 13.00 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 : 24.95 vs. MIDKX (9.28). VEMPX return over 5 years is better than : 54.69 vs. MIDKX (5.69).
| MIDKX | VEMPX | MIDKX / VEMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 14 years | - |
| Gain YTD | 3.838 | 3.988 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113M | 111B | 0% |
| Annual Yield % from dividends | 0.47 | 1.22 | 39% |
| Returns for 1 year | 9.28 | 24.95 | 37% |
| Returns for 3 years | -3.06 | 18.29 | -17% |
| Returns for 5 years | 5.69 | 54.69 | 10% |
| Returns for 10 years | -6.61 | 138.78 | -5% |