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MIDKX vs VEXMX
MIDKX vs VEXMX Comparison
Open Charts MIDKX vs VEXMX
Shelton S&P Midcap Index K
Price$24.19
Change-$0.96 (-3.82%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Investor
Price$144.97
Change-$6.68 (-4.40%)
VolumeN/A
CapitalizationN/A
MIDKX vs VEXMX Comparison Chart
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MIDKX vs. VEXMX commentary
Dec 19, 2024
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: 120B vs. MIDKX (114M). 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 : 23.62 vs. MIDKX (7.78). VEXMX return over 5 years is better than : 60.79 vs. MIDKX (7.75).
| 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 | 6.496 | 21.765 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114M | 120B | 0% |
| Annual Yield % from dividends | 0.47 | 1.09 | 44% |
| Returns for 1 year | 7.78 | 23.62 | 33% |
| Returns for 3 years | -3.39 | 12.75 | -27% |
| Returns for 5 years | 7.75 | 60.79 | 13% |
| Returns for 10 years | -8.29 | 136.24 | -6% |