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SMCIX vs VSCIX
SMCIX vs VSCIX Comparison
Open Charts SMCIX vs VSCIX
Shelton S&P Smallcap Index Investor
Price$21.34
Change+$0.12 (+0.57%)
VolumeN/A
Net Assets50.14M
Vanguard Small Cap Index I
Price$118.18
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
SMCIX vs VSCIX Comparison Chart in %
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SMCIX vs. VSCIX commentary
Jul 26, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 153B vs. SMCIX (50.1M). VSCIX pays higher dividends than SMCIX: VSCIX (1.41) vs SMCIX (1.03). 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 : 7.83 vs. SMCIX (-9.38). VSCIX return over 5 years is better than : 65.86 vs. SMCIX (23.62).
| 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 | -2.123 | 2.179 | -97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.1M | 153B | 0% |
| Annual Yield % from dividends | 1.03 | 1.41 | 73% |
| Returns for 1 year | -9.38 | 7.83 | -120% |
| Returns for 3 years | -1.32 | 33.45 | -4% |
| Returns for 5 years | 23.62 | 65.86 | 36% |
| Returns for 10 years | 6.88 | 113.94 | 6% |
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