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DFSTX vs SMCIX
DFSTX vs SMCIX Comparison
Open Charts DFSTX vs SMCIX
Shelton S&P Smallcap Index Investor
Price$22.17
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets50.42M
DFSTX vs SMCIX Comparison Chart in %
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DFSTX vs. SMCIX commentary
Oct 19, 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: 16.8B vs. SMCIX (50.4M). DFSTX pays higher dividends than SMCIX: DFSTX (1.07) vs SMCIX (0.92). 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 : 3.09 vs. SMCIX (-7.52). DFSTX return over 5 years is better than : 62.62 vs. SMCIX (18.83).
| 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 | 4.893 | 2.504 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 50.4M | 33,333% |
| Annual Yield % from dividends | 1.07 | 0.92 | 115% |
| Returns for 1 year | 3.09 | -7.52 | -41% |
| Returns for 3 years | 34.06 | 7.45 | 457% |
| Returns for 5 years | 62.62 | 18.83 | 333% |
| Returns for 10 years | 73.60 | 13.86 | 531% |
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