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MIDKX vs VIMSX
MIDKX vs VIMSX Comparison
Open Charts MIDKX vs VIMSX
Shelton S&P Midcap Index K
Price$25.67
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets111.73M
Vanguard Mid Cap Index Investor
Price$81.93
Change+$0.17 (+0.21%)
VolumeN/A
Net Assets198.74B
MIDKX vs VIMSX Comparison Chart in %
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MIDKX vs. VIMSX commentary
Jan 15, 2026
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 VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. MIDKX (112M). VIMSX pays higher dividends than MIDKX: VIMSX (1.40) vs MIDKX (0.41). MIDKX was incepted earlier than VIMSX: MIDKX (22 years) vs VIMSX (28 years). MIDKX (1.14) is less costly to investors than VIMSX (0.17). VIMSX is a more actively managed with annual turnover of: 16.00 vs. MIDKX (12.00). 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 : 12.63 vs. MIDKX (5.07). VIMSX return over 5 years is better than : 42.51 vs. MIDKX (2.18).
| MIDKX | VIMSX | MIDKX / VIMSX | |
| Total Expense Ratio | 1.14 | 0.17 | 671% |
| Annual Report Gross Expense Ratio | 1.14 | 0.17 | 671% |
| Fund Existence | 22 years | 28 years | - |
| Gain YTD | 5.119 | 3.408 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112M | 199B | 0% |
| Annual Yield % from dividends | 0.41 | 1.40 | 30% |
| Returns for 1 year | 5.07 | 12.63 | 40% |
| Returns for 3 years | 12.03 | 40.63 | 30% |
| Returns for 5 years | 2.18 | 42.51 | 5% |
| Returns for 10 years | 25.75 | 181.93 | 14% |
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