Interact to see
Advertisement
Advertisement
MIDKX vs VEXMX
MIDKX vs VEXMX Comparison
Open Charts MIDKX vs VEXMX
Shelton S&P Midcap Index K
Price$25.25
Change-$0.27 (-1.06%)
VolumeN/A
Net Assets108.17M
Vanguard Extended Market Index Investor
Price$159.69
Change-$1.91 (-1.18%)
VolumeN/A
Net Assets83.66B
MIDKX vs VEXMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MIDKX vs. VEXMX commentary
Oct 09, 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 VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 83.7B vs. MIDKX (108M). VEXMX pays higher dividends than MIDKX: VEXMX (0.97) vs MIDKX (0.39). MIDKX was incepted earlier than VEXMX: MIDKX (22 years) vs VEXMX (38 years). MIDKX (1.14) is less costly to investors than VEXMX (0.19). MIDKX is a more actively managed with annual turnover of: 19.00 vs. VEXMX (11.00). MIDKX has a lower initial minimum investment than VEXMX: MIDKX (1000) vs VEXMX (3000). VEXMX annual gain was more profitable for investors over the last year : 18.41 vs. MIDKX (-2.71). VEXMX return over 5 years is better than : 56.25 vs. MIDKX (13.98).
| MIDKX | VEXMX | MIDKX / VEXMX | |
| Total Expense Ratio | 1.14 | 0.19 | 600% |
| Annual Report Gross Expense Ratio | 1.14 | 0.19 | 600% |
| Fund Existence | 22 years | 38 years | - |
| Gain YTD | 5.692 | 12.278 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 83.7B | 0% |
| Annual Yield % from dividends | 0.39 | 0.97 | 40% |
| Returns for 1 year | -2.71 | 18.41 | -15% |
| Returns for 3 years | 17.75 | 64.72 | 27% |
| Returns for 5 years | 13.98 | 56.25 | 25% |
| Returns for 10 years | -6.20 | 155.70 | -4% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement