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SMCIX vs VSCIX
SMCIX vs VSCIX Comparison
Open Charts SMCIX vs VSCIX
Shelton S&P Smallcap Index Investor
Price$19.76
Change-$0.57 (-2.80%)
VolumeN/A
Net Assets48.1M
Vanguard Small Cap Index I
Price$108.68
Change-$3.07 (-2.75%)
VolumeN/A
Net Assets139.54B
SMCIX vs VSCIX Comparison Chart
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SMCIX vs. VSCIX commentary
May 23, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 140B vs. SMCIX (48.1M). VSCIX pays higher dividends than SMCIX: VSCIX (1.57) vs SMCIX (1.10). 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 : 3.92 vs. SMCIX (-8.60). VSCIX return over 5 years is better than : 72.27 vs. SMCIX (30.33).
| 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 | -6.447 | -2.860 | 225% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.1M | 140B | 0% |
| Annual Yield % from dividends | 1.10 | 1.57 | 70% |
| Returns for 1 year | -8.60 | 3.92 | -220% |
| Returns for 3 years | -4.31 | 27.20 | -16% |
| Returns for 5 years | 30.33 | 72.27 | 42% |
| Returns for 10 years | 0.51 | 96.65 | 1% |
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