MIDKX
Price
$24.97
Change
+$0.23 (+0.93%)
Updated
Jul 25 closing price
Net Assets
107.95M
VIEIX
Price
$152.05
Change
+$1.02 (+0.68%)
Updated
Jul 25 closing price
Net Assets
112.9B
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MIDKX vs VIEIX

Header iconMIDKX vs VIEIX Comparison
Open Charts MIDKX vs VIEIXBanner chart's image
Shelton S&P Midcap Index K
Price$24.97
Change+$0.23 (+0.93%)
VolumeN/A
Net Assets107.95M
Vanguard Extended Market Index Instl
Price$152.05
Change+$1.02 (+0.68%)
VolumeN/A
Net Assets112.9B
MIDKX vs VIEIX Comparison Chart in %
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MIDKX vs. VIEIX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 113B vs. MIDKX (108M). VIEIX pays higher dividends than MIDKX: VIEIX (1.15) vs MIDKX (0.45). 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 : 14.22 vs. MIDKX (-2.74). VIEIX return over 5 years is better than : 65.45 vs. MIDKX (20.11).
MIDKXVIEIXMIDKX / VIEIX
Total Expense Ratio1.140.052,280%
Annual Report Gross Expense Ratio1.140.052,280%
Fund Existence22 years28 years-
Gain YTD3.3365.69759%
Front LoadN/AN/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets108M113B0%
Annual Yield % from dividends0.451.1539%
Returns for 1 year-2.7414.22-19%
Returns for 3 years9.3446.9820%
Returns for 5 years20.1165.4531%
Returns for 10 years-10.60129.71-8%
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