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MIDKX vs VEXMX
MIDKX vs VEXMX Comparison
Open Charts MIDKX vs VEXMX
Shelton S&P Midcap Index K
Price$21.60
Change-$1.54 (-6.66%)
VolumeN/A
Net Assets102.17M
Vanguard Extended Market Index Investor
Price$124.51
Change-$9.36 (-6.99%)
VolumeN/A
Net Assets110.09B
MIDKX vs VEXMX Comparison Chart
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MIDKX vs. VEXMX commentary
Apr 04, 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 Buy and VEXMX is a Buy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 110B vs. MIDKX (102M). VEXMX pays higher dividends than MIDKX: VEXMX (1.15) vs MIDKX (0.41). MIDKX was incepted earlier than VEXMX: MIDKX (21 years) vs VEXMX (37 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 : 2.75 vs. MIDKX (-8.98). VEXMX return over 5 years is better than : 114.27 vs. MIDKX (51.85).
| MIDKX | VEXMX | MIDKX / VEXMX | |
| Total Expense Ratio | 1.14 | 0.19 | 600% |
| Annual Report Gross Expense Ratio | 1.14 | 0.19 | 600% |
| Fund Existence | 21 years | 37 years | - |
| Gain YTD | -4.371 | -7.094 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 102M | 110B | 0% |
| Annual Yield % from dividends | 0.41 | 1.15 | 36% |
| Returns for 1 year | -8.98 | 2.75 | -327% |
| Returns for 3 years | -10.10 | 5.50 | -184% |
| Returns for 5 years | 51.85 | 114.27 | 45% |
| Returns for 10 years | -20.09 | 96.08 | -21% |
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