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SMCIX vs VSCIX
SMCIX vs VSCIX Comparison
Open Charts SMCIX vs VSCIX
Shelton S&P Smallcap Index Investor
Price$24.87
Change-$0.31 (-1.23%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$119.32
Change-$1.38 (-1.14%)
VolumeN/A
CapitalizationN/A
SMCIX vs VSCIX Comparison Chart
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SMCIX vs. VSCIX commentary
Nov 15, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 151B vs. SMCIX (57.2M). VSCIX pays higher dividends than SMCIX: VSCIX (1.43) vs SMCIX (0.90). SMCIX was incepted earlier than VSCIX: SMCIX (28 years) vs VSCIX (27 years). SMCIX (12.00) and VSCIX (12.00) have comparable annual turnover. 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 : 30.07 vs. SMCIX (24.57). VSCIX return over 5 years is better than : 57.33 vs. SMCIX (19.65).
| SMCIX | VSCIX | SMCIX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 27 years | - |
| Gain YTD | 14.481 | 17.051 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.2M | 151B | 0% |
| Annual Yield % from dividends | 0.90 | 1.43 | 63% |
| Returns for 1 year | 24.57 | 30.07 | 82% |
| Returns for 3 years | -12.55 | 6.05 | -207% |
| Returns for 5 years | 19.65 | 57.33 | 34% |
| Returns for 10 years | 22.76 | 126.99 | 18% |