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MIDKX vs VIMSX
MIDKX vs VIMSX Comparison
Open Charts MIDKX vs VIMSX
Shelton S&P Midcap Index K
Price$24.78
Change-$0.32 (-1.27%)
VolumeN/A
Net Assets108.18M
Vanguard Mid Cap Index Investor
Price$80.35
Change-$0.83 (-1.02%)
VolumeN/A
Net Assets199.59B
MIDKX vs VIMSX Comparison Chart in %
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MIDKX vs. VIMSX commentary
Dec 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 StrongBuy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 200B vs. MIDKX (108M). VIMSX pays higher dividends than MIDKX: VIMSX (1.37) vs MIDKX (0.42). 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 : 6.88 vs. MIDKX (-2.01). VIMSX return over 5 years is better than : 47.55 vs. MIDKX (7.97).
| 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 | 3.952 | 12.736 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 200B | 0% |
| Annual Yield % from dividends | 0.42 | 1.37 | 31% |
| Returns for 1 year | -2.01 | 6.88 | -29% |
| Returns for 3 years | 13.29 | 40.80 | 33% |
| Returns for 5 years | 7.97 | 47.55 | 17% |
| Returns for 10 years | 13.14 | 155.92 | 8% |
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