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MIDKX vs VIEIX
MIDKX vs VIEIX Comparison
Open Charts MIDKX vs VIEIX
Shelton S&P Midcap Index K
Price$27.29
Change-$0.29 (-1.05%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Instl
Price$146.42
Change-$1.91 (-1.29%)
VolumeN/A
CapitalizationN/A
MIDKX vs VIEIX Comparison Chart
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MIDKX vs. VIEIX commentary
Nov 18, 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 StrongBuy and VIEIX is a StrongSell.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 107B vs. MIDKX (114M). VIEIX pays higher dividends than MIDKX: VIEIX (1.21) vs MIDKX (0.47). MIDKX was incepted earlier than VIEIX: MIDKX (21 years) vs VIEIX (27 years). MIDKX is a more actively managed with annual turnover of: 13.00 vs. VIEIX (11.00). MIDKX has a lower initial minimum investment than VIEIX: MIDKX (1000) vs VIEIX (5000000). VIEIX annual gain was more profitable for investors over the last year : 33.94 vs. MIDKX (20.87). VIEIX return over 5 years is better than : 60.99 vs. MIDKX (12.68).
| MIDKX | VIEIX | MIDKX / VIEIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 27 years | - |
| Gain YTD | 15.558 | 17.693 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114M | 107B | 0% |
| Annual Yield % from dividends | 0.47 | 1.21 | 39% |
| Returns for 1 year | 20.87 | 33.94 | 61% |
| Returns for 3 years | -10.10 | -2.32 | 436% |
| Returns for 5 years | 12.68 | 60.99 | 21% |
| Returns for 10 years | -6.42 | 131.69 | -5% |
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