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MIDKX vs VIMSX
MIDKX vs VIMSX Comparison
Open Charts MIDKX vs VIMSX
Shelton S&P Midcap Index K
Price$27.29
Change-$0.29 (-1.05%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Investor
Price$74.37
Change-$0.41 (-0.55%)
VolumeN/A
CapitalizationN/A
MIDKX vs VIMSX Comparison Chart
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MIDKX vs. VIMSX commentary
Nov 18, 2024
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 StrongBuy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 175B vs. MIDKX (114M). VIMSX pays higher dividends than MIDKX: VIMSX (1.38) vs MIDKX (0.47). MIDKX was incepted earlier than VIMSX: MIDKX (21 years) vs VIMSX (27 years). MIDKX (13.00) and VIMSX (13.00) have comparable annual turnover. MIDKX has a lower initial minimum investment than VIMSX: MIDKX (1000) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 28.28 vs. MIDKX (20.87). VIMSX return over 5 years is better than : 58.93 vs. MIDKX (12.68).
| MIDKX | VIMSX | MIDKX / VIMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 27 years | - |
| Gain YTD | 15.558 | 17.322 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114M | 175B | 0% |
| Annual Yield % from dividends | 0.47 | 1.38 | 34% |
| Returns for 1 year | 20.87 | 28.28 | 74% |
| Returns for 3 years | -10.10 | 5.01 | -202% |
| Returns for 5 years | 12.68 | 58.93 | 22% |
| Returns for 10 years | -6.42 | 127.69 | -5% |
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