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MIDKX vs VIEIX
MIDKX vs VIEIX Comparison
Open Charts MIDKX vs VIEIX
Shelton S&P Midcap Index K
Price$24.19
Change-$0.96 (-3.82%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Instl
Price$144.88
Change-$6.67 (-4.40%)
VolumeN/A
CapitalizationN/A
MIDKX vs VIEIX Comparison Chart
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MIDKX vs. VIEIX 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 VIEIX is a Hold.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 120B 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 : 23.66 vs. MIDKX (7.78). VIEIX return over 5 years is better than : 61.02 vs. MIDKX (7.75).
| 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 | 6.496 | 21.817 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114M | 120B | 0% |
| Annual Yield % from dividends | 0.47 | 1.21 | 39% |
| Returns for 1 year | 7.78 | 23.66 | 33% |
| Returns for 3 years | -3.39 | 12.82 | -26% |
| Returns for 5 years | 7.75 | 61.02 | 13% |
| Returns for 10 years | -8.29 | 137.12 | -6% |