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MIDKX vs VMCIX
MIDKX vs VMCIX Comparison
Open Charts MIDKX vs VMCIX
Shelton S&P Midcap Index K
Price$23.35
Change-$0.37 (-1.56%)
VolumeN/A
Net Assets101.19M
Vanguard Mid Cap Index Institutional
Price$74.17
Change-$0.86 (-1.15%)
VolumeN/A
Net Assets185.28B
MIDKX vs VMCIX Comparison Chart
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MIDKX vs. VMCIX commentary
Jun 16, 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 VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 185B vs. MIDKX (101M). VMCIX pays higher dividends than MIDKX: VMCIX (1.53) vs MIDKX (0.40). MIDKX was incepted earlier than VMCIX: MIDKX (22 years) vs VMCIX (27 years). MIDKX (1.14) is less costly to investors than VMCIX (0.04). MIDKX is a more actively managed with annual turnover of: 19.00 vs. VMCIX (16.00). MIDKX has a lower initial minimum investment than VMCIX: MIDKX (1000) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 11.61 vs. MIDKX (-6.35). VMCIX return over 5 years is better than : 69.71 vs. MIDKX (17.79).
| MIDKX | VMCIX | MIDKX / VMCIX | |
| Total Expense Ratio | 1.14 | 0.04 | 2,850% |
| Annual Report Gross Expense Ratio | 1.14 | 0.04 | 2,850% |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | -3.503 | 2.779 | -126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 101M | 185B | 0% |
| Annual Yield % from dividends | 0.40 | 1.53 | 26% |
| Returns for 1 year | -6.35 | 11.61 | -55% |
| Returns for 3 years | 7.16 | 39.17 | 18% |
| Returns for 5 years | 17.79 | 69.71 | 26% |
| Returns for 10 years | -19.31 | 114.21 | -17% |
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