Ad is loading...
MIDKX vs VIEIX
MIDKX vs VIEIX Comparison
Open Charts MIDKX vs VIEIX
Shelton S&P Midcap Index K
Price$25.16
Change+$0.10 (+0.40%)
VolumeN/A
Net Assets112.78M
Vanguard Extended Market Index Instl
Price$149.82
Change+$1.00 (+0.67%)
VolumeN/A
Net Assets111.13B
MIDKX vs VIEIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MIDKX vs. VIEIX 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 VIEIX is a Hold.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 111B vs. MIDKX (113M). VIEIX pays higher dividends than MIDKX: VIEIX (1.21) vs MIDKX (0.47). MIDKX was incepted earlier than VIEIX: MIDKX (21 years) vs VIEIX (28 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 : 24.95 vs. MIDKX (9.28). VIEIX return over 5 years is better than : 54.68 vs. MIDKX (5.69).
| MIDKX | VIEIX | MIDKX / VIEIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 28 years | - |
| Gain YTD | 3.838 | 3.991 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113M | 111B | 0% |
| Annual Yield % from dividends | 0.47 | 1.21 | 39% |
| Returns for 1 year | 9.28 | 24.95 | 37% |
| Returns for 3 years | -3.06 | 18.29 | -17% |
| Returns for 5 years | 5.69 | 54.68 | 10% |
| Returns for 10 years | -6.61 | 138.66 | -5% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BBLU | 13.29 | 0.16 | +1.22% |
| EA Bridgeway Blue Chip ETF | |||
| SCHE | 26.60 | 0.26 | +0.99% |
| Schwab Emerging Markets Equity ETF™ | |||
| FCTR | 33.76 | 0.33 | +0.98% |
| First Trust Lunt US Factor Rotation ETF | |||
| FMAY | 48.08 | 0.28 | +0.58% |
| FT Vest US Equity Buffer ETF May | |||
| VABS | 24.30 | -0.03 | -0.13% |
| Virtus Newfleet ABS/MBS ETF | |||