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DFSTX vs SMLKX
DFSTX vs SMLKX Comparison
Open Charts DFSTX vs SMLKX
Shelton S&P Smallcap Index K
Price$21.33
Change-$0.28 (-1.30%)
VolumeN/A
Net Assets51.36M
DFSTX vs SMLKX Comparison Chart in %
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DFSTX vs. SMLKX commentary
Oct 09, 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 SMLKX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17.2B vs. SMLKX (51.4M). DFSTX pays higher dividends than SMLKX: DFSTX (1.07) vs SMLKX (0.48). DFSTX was incepted earlier than SMLKX: DFSTX (34 years) vs SMLKX (22 years). SMLKX (1.41) is less costly to investors than DFSTX (0.28). SMLKX is a more actively managed with annual turnover of: 26.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than SMLKX: DFSTX (0) vs SMLKX (1000). DFSTX annual gain was more profitable for investors over the last year : 8.06 vs. SMLKX (-3.59). DFSTX return over 5 years is better than : 65.12 vs. SMLKX (16.81).
| DFSTX | SMLKX | DFSTX / SMLKX | |
| Total Expense Ratio | 0.27 | 1.41 | 19% |
| Annual Report Gross Expense Ratio | 0.28 | 1.41 | 20% |
| Fund Existence | 34 years | 22 years | - |
| Gain YTD | 5.882 | 3.989 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 51.4M | 33,463% |
| Annual Yield % from dividends | 1.07 | 0.48 | 221% |
| Returns for 1 year | 8.06 | -3.59 | -225% |
| Returns for 3 years | 40.41 | 10.97 | 369% |
| Returns for 5 years | 65.12 | 16.81 | 387% |
| Returns for 10 years | 75.01 | 8.52 | 881% |
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