Ad is loading...
MIDKX vs VEXMX
MIDKX vs VEXMX Comparison
Open Charts MIDKX vs VEXMX
Shelton S&P Midcap Index K
Price$25.16
Change+$0.10 (+0.40%)
VolumeN/A
Net Assets112.78M
Vanguard Extended Market Index Investor
Price$149.94
Change+$1.00 (+0.67%)
VolumeN/A
Net Assets111.13B
MIDKX vs VEXMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MIDKX vs. VEXMX 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 VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 111B vs. MIDKX (113M). VEXMX pays higher dividends than MIDKX: VEXMX (1.09) vs MIDKX (0.47). MIDKX was incepted earlier than VEXMX: MIDKX (21 years) vs VEXMX (37 years). MIDKX is a more actively managed with annual turnover of: 13.00 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 : 24.91 vs. MIDKX (9.28). VEXMX return over 5 years is better than : 54.44 vs. MIDKX (5.69).
| MIDKX | VEXMX | MIDKX / VEXMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 37 years | - |
| Gain YTD | 3.838 | 3.981 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113M | 111B | 0% |
| Annual Yield % from dividends | 0.47 | 1.09 | 44% |
| Returns for 1 year | 9.28 | 24.91 | 37% |
| Returns for 3 years | -3.06 | 18.20 | -17% |
| Returns for 5 years | 5.69 | 54.44 | 10% |
| Returns for 10 years | -6.61 | 137.82 | -5% |
View a ticker or compare two or three
VS
VS
Ad is loading...