Interact to see
Advertisement
Advertisement
MIDKX vs VIEIX
MIDKX vs VIEIX Comparison
Open Charts MIDKX vs VIEIX
Shelton S&P Midcap Index K
Price$24.95
Change-$0.46 (-1.81%)
VolumeN/A
Net Assets107.07M
Vanguard Extended Market Index Instl
Price$155.06
Change-$4.21 (-2.64%)
VolumeN/A
Net Assets83.92B
MIDKX vs VIEIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MIDKX vs. VIEIX commentary
Nov 14, 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: 83.9B vs. MIDKX (107M). VIEIX pays higher dividends than MIDKX: VIEIX (1.09) 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 : 5.73 vs. MIDKX (-8.84). VIEIX return over 5 years is better than : 47.81 vs. MIDKX (6.68).
| 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 | 5.236 | 10.788 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107M | 83.9B | 0% |
| Annual Yield % from dividends | 0.39 | 1.09 | 36% |
| Returns for 1 year | -8.84 | 5.73 | -154% |
| Returns for 3 years | 5.03 | 48.62 | 10% |
| Returns for 5 years | 6.68 | 47.81 | 14% |
| Returns for 10 years | -4.51 | 157.78 | -3% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement