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MIDKX vs VIEIX
MIDKX vs VIEIX Comparison
Open Charts MIDKX vs VIEIX
Shelton S&P Midcap Index K
Price$23.69
Change+$0.23 (+0.98%)
VolumeN/A
Net Assets101.73M
Vanguard Extended Market Index Instl
Price$143.15
Change+$1.79 (+1.27%)
VolumeN/A
Net Assets107.69B
MIDKX vs VIEIX Comparison Chart
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MIDKX vs. VIEIX commentary
Jun 07, 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: 108B vs. MIDKX (102M). VIEIX pays higher dividends than MIDKX: VIEIX (1.22) vs MIDKX (0.40). 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 : 10.86 vs. MIDKX (-6.17). VIEIX return over 5 years is better than : 54.60 vs. MIDKX (9.05).
| 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 | -3.049 | -1.798 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 102M | 108B | 0% |
| Annual Yield % from dividends | 0.40 | 1.22 | 33% |
| Returns for 1 year | -6.17 | 10.86 | -57% |
| Returns for 3 years | -4.18 | 26.40 | -16% |
| Returns for 5 years | 9.05 | 54.60 | 17% |
| Returns for 10 years | -17.88 | 109.65 | -16% |
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