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SMCIX vs VSCPX
SMCIX vs VSCPX Comparison
Open Charts SMCIX vs VSCPX
Shelton S&P Smallcap Index Investor
Price$22.17
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets50.42M
Vanguard Small Cap Index InstlPlus
Price$350.16
Change-$0.09 (-0.03%)
VolumeN/A
Net Assets162.36B
SMCIX vs VSCPX Comparison Chart in %
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SMCIX vs. VSCPX commentary
Oct 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: 162B vs. SMCIX (50.4M). VSCPX pays higher dividends than SMCIX: VSCPX (1.36) vs SMCIX (0.92). SMCIX was incepted earlier than VSCPX: SMCIX (29 years) vs VSCPX (15 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 (13.00). 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 : 4.95 vs. SMCIX (-7.52). VSCPX return over 5 years is better than : 55.49 vs. SMCIX (18.83).
| 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 | 15 years | - |
| Gain YTD | 2.504 | 5.606 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.4M | 162B | 0% |
| Annual Yield % from dividends | 0.92 | 1.36 | 68% |
| Returns for 1 year | -7.52 | 4.95 | -152% |
| Returns for 3 years | 7.45 | 42.04 | 18% |
| Returns for 5 years | 18.83 | 55.49 | 34% |
| Returns for 10 years | 13.86 | 130.96 | 11% |
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