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MIDKX vs VIEIX
MIDKX vs VIEIX Comparison
Open Charts MIDKX vs VIEIX
Shelton S&P Midcap Index K
Price$22.07
Change+$0.45 (+2.08%)
VolumeN/A
Net Assets94.53M
Vanguard Extended Market Index Instl
Price$128.75
Change+$3.16 (+2.52%)
VolumeN/A
Net Assets101.44B
MIDKX vs VIEIX Comparison Chart
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MIDKX vs. VIEIX commentary
Apr 25, 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 VIEIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 101B vs. MIDKX (94.5M). VIEIX pays higher dividends than MIDKX: VIEIX (1.30) vs MIDKX (0.41). MIDKX was incepted earlier than VIEIX: MIDKX (22 years) vs VIEIX (28 years). MIDKX (1.14) is less costly to investors than VIEIX (0.05). MIDKX is a more actively managed with annual turnover of: 19.00 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 : -0.01 vs. MIDKX (-12.10). VIEIX return over 5 years is better than : 69.58 vs. MIDKX (23.97).
| MIDKX | VIEIX | MIDKX / VIEIX | |
| Total Expense Ratio | 1.14 | 0.05 | 2,280% |
| Annual Report Gross Expense Ratio | 1.14 | 0.05 | 2,280% |
| Fund Existence | 22 years | 28 years | - |
| Gain YTD | -10.653 | -12.753 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.5M | 101B | 0% |
| Annual Yield % from dividends | 0.41 | 1.30 | 32% |
| Returns for 1 year | -12.10 | -0.01 | 132,766% |
| Returns for 3 years | -12.60 | 7.44 | -169% |
| Returns for 5 years | 23.97 | 69.58 | 34% |
| Returns for 10 years | -24.62 | 85.25 | -29% |
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