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SMCIX vs VSCIX
SMCIX vs VSCIX Comparison
Open Charts SMCIX vs VSCIX
Shelton S&P Smallcap Index Investor
Price$21.61
Change-$0.14 (-0.64%)
VolumeN/A
Net Assets50.91M
Vanguard Small Cap Index I
Price$117.86
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
SMCIX vs VSCIX Comparison Chart in %
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SMCIX vs. VSCIX commentary
Aug 16, 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 Buy and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 154B vs. SMCIX (50.9M). VSCIX pays higher dividends than SMCIX: VSCIX (1.38) vs SMCIX (1.02). 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 : 9.58 vs. SMCIX (-4.62). VSCIX return over 5 years is better than : 58.33 vs. SMCIX (17.31).
| 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 | 0.321 | 2.910 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.9M | 154B | 0% |
| Annual Yield % from dividends | 1.02 | 1.38 | 74% |
| Returns for 1 year | -4.62 | 9.58 | -48% |
| Returns for 3 years | -7.68 | 20.94 | -37% |
| Returns for 5 years | 17.31 | 58.33 | 30% |
| Returns for 10 years | 8.13 | 113.97 | 7% |
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