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SMCIX vs VSCIX
SMCIX vs VSCIX Comparison
Open Charts SMCIX vs VSCIX
Shelton S&P Smallcap Index Investor
Price$22.46
Change+$0.06 (+0.27%)
VolumeN/A
Net Assets51.98M
Vanguard Small Cap Index I
Price$122.47
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
SMCIX vs VSCIX Comparison Chart in %
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SMCIX vs. VSCIX commentary
Sep 07, 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 StrongBuy and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 161B vs. SMCIX (52M). VSCIX pays higher dividends than SMCIX: VSCIX (1.32) vs SMCIX (0.96). 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 : 13.65 vs. SMCIX (-1.29). VSCIX return over 5 years is better than : 66.81 vs. SMCIX (24.74).
| 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 | 3.596 | 6.537 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52M | 161B | 0% |
| Annual Yield % from dividends | 0.96 | 1.32 | 73% |
| Returns for 1 year | -1.29 | 13.65 | -9% |
| Returns for 3 years | 7.99 | 39.36 | 20% |
| Returns for 5 years | 24.74 | 66.81 | 37% |
| Returns for 10 years | 17.31 | 132.96 | 13% |
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