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MIDKX vs VIEIX
MIDKX vs VIEIX Comparison
Open Charts MIDKX vs VIEIX
Shelton S&P Midcap Index K
Price$21.60
Change-$1.54 (-6.66%)
VolumeN/A
Net Assets102.17M
Vanguard Extended Market Index Instl
Price$124.40
Change-$9.34 (-6.98%)
VolumeN/A
Net Assets110.09B
MIDKX vs VIEIX Comparison Chart
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MIDKX vs. VIEIX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 110B vs. MIDKX (102M). VIEIX pays higher dividends than MIDKX: VIEIX (1.30) vs MIDKX (0.41). MIDKX was incepted earlier than VIEIX: MIDKX (21 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 : 2.78 vs. MIDKX (-8.98). VIEIX return over 5 years is better than : 114.58 vs. MIDKX (51.85).
| 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 | 21 years | 28 years | - |
| Gain YTD | -4.371 | -7.091 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 102M | 110B | 0% |
| Annual Yield % from dividends | 0.41 | 1.30 | 32% |
| Returns for 1 year | -8.98 | 2.78 | -323% |
| Returns for 3 years | -10.10 | 5.57 | -181% |
| Returns for 5 years | 51.85 | 114.58 | 45% |
| Returns for 10 years | -20.09 | 96.69 | -21% |
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