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SMCIX vs VSCPX
SMCIX vs VSCPX Comparison
Open Charts SMCIX vs VSCPX
Shelton S&P Smallcap Index Investor
Price$22.30
Change+$0.12 (+0.54%)
VolumeN/A
Net Assets53.97M
Vanguard Small Cap Index InstlPlus
Price$343.59
Change+$1.39 (+0.41%)
VolumeN/A
Net Assets155.27B
SMCIX vs VSCPX Comparison Chart
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SMCIX vs. VSCPX commentary
Jan 19, 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 VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 155B vs. SMCIX (54M). VSCPX pays higher dividends than SMCIX: VSCPX (1.44) vs SMCIX (0.90). SMCIX was incepted earlier than VSCPX: SMCIX (28 years) vs VSCPX (14 years). SMCIX (12.00) and VSCPX (12.00) have comparable annual turnover. SMCIX has a lower initial minimum investment than VSCPX: SMCIX (1000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 21.27 vs. SMCIX (6.72). VSCPX return over 5 years is better than : 49.02 vs. SMCIX (7.06).
| SMCIX | VSCPX | SMCIX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 14 years | - |
| Gain YTD | 2.388 | 3.376 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54M | 155B | 0% |
| Annual Yield % from dividends | 0.90 | 1.44 | 63% |
| Returns for 1 year | 6.72 | 21.27 | 32% |
| Returns for 3 years | -9.00 | 17.26 | -52% |
| Returns for 5 years | 7.06 | 49.02 | 14% |
| Returns for 10 years | 17.71 | 127.24 | 14% |
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