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SMCIX vs VSCIX
SMCIX vs VSCIX Comparison
Open Charts SMCIX vs VSCIX
Shelton S&P Smallcap Index Investor
Price$21.47
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets48.73M
Vanguard Small Cap Index I
Price$117.71
Change+$0.02 (+0.02%)
VolumeN/A
Net Assets161.58B
SMCIX vs VSCIX Comparison Chart in %
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SMCIX vs. VSCIX commentary
Nov 20, 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 SMCIX is a Hold and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 162B vs. SMCIX (48.7M). VSCIX pays higher dividends than SMCIX: VSCIX (1.35) vs SMCIX (0.93). SMCIX was incepted earlier than VSCIX: SMCIX (29 years) vs VSCIX (28 years). SMCIX (0.88) is less costly to investors than VSCIX (0.04). SMCIX is a more actively managed with annual turnover of: 26.00 vs. VSCIX (13.00). SMCIX has a lower initial minimum investment than VSCIX: SMCIX (1000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : -0.83 vs. SMCIX (-12.02). VSCIX return over 5 years is better than : 39.48 vs. SMCIX (4.36).
| SMCIX | VSCIX | SMCIX / VSCIX | |
| Total Expense Ratio | 0.88 | 0.04 | 2,200% |
| Annual Report Gross Expense Ratio | 0.88 | 0.04 | 2,200% |
| Fund Existence | 29 years | 28 years | - |
| Gain YTD | -0.594 | 2.450 | -24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.7M | 162B | 0% |
| Annual Yield % from dividends | 0.93 | 1.35 | 69% |
| Returns for 1 year | -12.02 | -0.83 | 1,456% |
| Returns for 3 years | -2.87 | 30.12 | -10% |
| Returns for 5 years | 4.36 | 39.48 | 11% |
| Returns for 10 years | 9.06 | 122.79 | 7% |
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