Ad is loading...
SMCIX vs VSCPX
SMCIX vs VSCPX Comparison
Open Charts SMCIX vs VSCPX
Shelton S&P Smallcap Index Investor
Price$18.68
Change-$1.43 (-7.11%)
VolumeN/A
Net Assets48.6M
Vanguard Small Cap Index InstlPlus
Price$291.80
Change-$20.91 (-6.69%)
VolumeN/A
Net Assets153.45B
SMCIX vs VSCPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SMCIX vs. VSCPX commentary
Apr 04, 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: 153B vs. SMCIX (48.6M). VSCPX pays higher dividends than SMCIX: VSCPX (1.54) vs SMCIX (1.06). SMCIX was incepted earlier than VSCPX: SMCIX (29 years) vs VSCPX (14 years). SMCIX (0.88) is less costly to investors than VSCPX (0.03). SMCIX is a more actively managed with annual turnover of: 26.00 vs. VSCPX (12.00). 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 : 1.20 vs. SMCIX (-8.04). VSCPX return over 5 years is better than : 116.00 vs. SMCIX (61.02).
| SMCIX | VSCPX | SMCIX / VSCPX | |
| Total Expense Ratio | 0.88 | 0.03 | 2,933% |
| Annual Report Gross Expense Ratio | 0.88 | 0.03 | 2,933% |
| Fund Existence | 29 years | 14 years | - |
| Gain YTD | -7.459 | -5.825 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.6M | 153B | 0% |
| Annual Yield % from dividends | 1.06 | 1.54 | 69% |
| Returns for 1 year | -8.04 | 1.20 | -667% |
| Returns for 3 years | -16.30 | 6.53 | -249% |
| Returns for 5 years | 61.02 | 116.00 | 53% |
| Returns for 10 years | -1.30 | 91.20 | -1% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers