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MIDKX vs VEXMX
MIDKX vs VEXMX Comparison
Open Charts MIDKX vs VEXMX
Shelton S&P Midcap Index K
Price$24.62
Change-$0.14 (-0.57%)
VolumeN/A
Net Assets105.79M
Vanguard Extended Market Index Investor
Price$152.10
Change-$0.44 (-0.29%)
VolumeN/A
Net Assets78.9B
MIDKX vs VEXMX Comparison Chart in %
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MIDKX vs. VEXMX commentary
Aug 18, 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 VEXMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 78.9B vs. MIDKX (106M). VEXMX pays higher dividends than MIDKX: VEXMX (0.99) vs MIDKX (0.44). MIDKX was incepted earlier than VEXMX: MIDKX (22 years) vs VEXMX (38 years). MIDKX (1.14) is less costly to investors than VEXMX (0.19). MIDKX is a more actively managed with annual turnover of: 19.00 vs. VEXMX (11.00). MIDKX has a lower initial minimum investment than VEXMX: MIDKX (1000) vs VEXMX (3000). VEXMX annual gain was more profitable for investors over the last year : 15.51 vs. MIDKX (-3.47). VEXMX return over 5 years is better than : 55.97 vs. MIDKX (12.43).
| MIDKX | VEXMX | MIDKX / VEXMX | |
| Total Expense Ratio | 1.14 | 0.19 | 600% |
| Annual Report Gross Expense Ratio | 1.14 | 0.19 | 600% |
| Fund Existence | 22 years | 38 years | - |
| Gain YTD | 1.888 | 5.617 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106M | 78.9B | 0% |
| Annual Yield % from dividends | 0.44 | 0.99 | 45% |
| Returns for 1 year | -3.47 | 15.51 | -22% |
| Returns for 3 years | -1.95 | 30.22 | -6% |
| Returns for 5 years | 12.43 | 55.97 | 22% |
| Returns for 10 years | -13.32 | 127.58 | -10% |
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