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DFSTX vs SMCIX
DFSTX vs SMCIX Comparison
Open Charts DFSTX vs SMCIX
Shelton S&P Smallcap Index Investor
Price$22.18
Change-$0.19 (-0.85%)
VolumeN/A
Net Assets51.7M
DFSTX vs SMCIX Comparison Chart in %
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DFSTX vs. SMCIX commentary
Sep 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 DFSTX is a Hold and SMCIX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17B vs. SMCIX (51.7M). DFSTX pays higher dividends than SMCIX: DFSTX (1.05) vs SMCIX (0.96). DFSTX was incepted earlier than SMCIX: DFSTX (34 years) vs SMCIX (29 years). SMCIX (0.88) is less costly to investors than DFSTX (0.28). SMCIX is a more actively managed with annual turnover of: 26.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than SMCIX: DFSTX (0) vs SMCIX (1000). DFSTX annual gain was more profitable for investors over the last year : 8.52 vs. SMCIX (-4.06). DFSTX return over 5 years is better than : 82.76 vs. SMCIX (32.53).
| DFSTX | SMCIX | DFSTX / SMCIX | |
| Total Expense Ratio | 0.27 | 0.88 | 31% |
| Annual Report Gross Expense Ratio | 0.28 | 0.88 | 32% |
| Fund Existence | 34 years | 29 years | - |
| Gain YTD | 6.142 | 3.181 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17B | 51.7M | 32,882% |
| Annual Yield % from dividends | 1.05 | 0.96 | 109% |
| Returns for 1 year | 8.52 | -4.06 | -210% |
| Returns for 3 years | 44.71 | 15.47 | 289% |
| Returns for 5 years | 82.76 | 32.53 | 254% |
| Returns for 10 years | 87.60 | 22.06 | 397% |
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