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MIDKX vs VIMSX
MIDKX vs VIMSX Comparison
Open Charts MIDKX vs VIMSX
Shelton S&P Midcap Index K
Price$24.62
Change-$0.14 (-0.57%)
VolumeN/A
Net Assets105.79M
Vanguard Mid Cap Index Investor
Price$78.00
Change-$0.19 (-0.24%)
VolumeN/A
Net Assets196.76B
MIDKX vs VIMSX Comparison Chart in %
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MIDKX vs. VIMSX 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 VIMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 197B vs. MIDKX (106M). VIMSX pays higher dividends than MIDKX: VIMSX (1.37) vs MIDKX (0.44). MIDKX was incepted earlier than VIMSX: MIDKX (22 years) vs VIMSX (27 years). MIDKX (1.14) is less costly to investors than VIMSX (0.17). MIDKX is a more actively managed with annual turnover of: 19.00 vs. VIMSX (16.00). 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 : 14.31 vs. MIDKX (-3.47). VIMSX return over 5 years is better than : 62.16 vs. MIDKX (12.43).
| 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 | 27 years | - |
| Gain YTD | 1.888 | 8.291 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106M | 197B | 0% |
| Annual Yield % from dividends | 0.44 | 1.37 | 32% |
| Returns for 1 year | -3.47 | 14.31 | -24% |
| Returns for 3 years | -1.95 | 26.39 | -7% |
| Returns for 5 years | 12.43 | 62.16 | 20% |
| Returns for 10 years | -13.32 | 125.09 | -11% |
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