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MIDKX vs VIEIX
MIDKX vs VIEIX Comparison
Open Charts MIDKX vs VIEIX
Shelton S&P Midcap Index K
Price$25.25
Change-$0.27 (-1.06%)
VolumeN/A
Net Assets108.17M
Vanguard Extended Market Index Instl
Price$159.55
Change-$1.91 (-1.18%)
VolumeN/A
Net Assets83.66B
MIDKX vs VIEIX Comparison Chart in %
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MIDKX vs. VIEIX commentary
Oct 09, 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: 83.7B vs. MIDKX (108M). VIEIX pays higher dividends than MIDKX: VIEIX (1.10) vs MIDKX (0.39). 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 : 18.45 vs. MIDKX (-2.71). VIEIX return over 5 years is better than : 56.49 vs. MIDKX (13.98).
| 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 | 5.692 | 12.311 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 83.7B | 0% |
| Annual Yield % from dividends | 0.39 | 1.10 | 35% |
| Returns for 1 year | -2.71 | 18.45 | -15% |
| Returns for 3 years | 17.75 | 64.90 | 27% |
| Returns for 5 years | 13.98 | 56.49 | 25% |
| Returns for 10 years | -6.20 | 156.60 | -4% |
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