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MIDKX vs VIEIX
MIDKX vs VIEIX Comparison
Open Charts MIDKX vs VIEIX
Shelton S&P Midcap Index K
Price$24.24
Change-$0.05 (-0.21%)
VolumeN/A
Net Assets104.68M
Vanguard Extended Market Index Instl
Price$149.47
Change-$0.11 (-0.07%)
VolumeN/A
Net Assets78.9B
MIDKX vs VIEIX Comparison Chart in %
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MIDKX vs. VIEIX commentary
Aug 08, 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: 78.9B vs. MIDKX (105M). VIEIX pays higher dividends than MIDKX: VIEIX (1.12) vs MIDKX (0.44). 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 : 20.59 vs. MIDKX (-0.25). VIEIX return over 5 years is better than : 54.63 vs. MIDKX (11.62).
| 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 | 0.522 | 3.980 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 78.9B | 0% |
| Annual Yield % from dividends | 0.44 | 1.12 | 39% |
| Returns for 1 year | -0.25 | 20.59 | -1% |
| Returns for 3 years | 1.21 | 33.31 | 4% |
| Returns for 5 years | 11.62 | 54.63 | 21% |
| Returns for 10 years | -14.54 | 124.19 | -12% |
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