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SMCIX vs VSCPX
SMCIX vs VSCPX Comparison
Open Charts SMCIX vs VSCPX
Shelton S&P Smallcap Index Investor
Price$19.76
Change-$0.57 (-2.80%)
VolumeN/A
Net Assets48.1M
Vanguard Small Cap Index InstlPlus
Price$313.69
Change-$8.88 (-2.75%)
VolumeN/A
Net Assets139.54B
SMCIX vs VSCPX Comparison Chart
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SMCIX vs. VSCPX commentary
May 23, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 140B vs. SMCIX (48.1M). VSCPX pays higher dividends than SMCIX: VSCPX (1.58) vs SMCIX (1.10). 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 (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 : 3.92 vs. SMCIX (-8.60). VSCPX return over 5 years is better than : 72.29 vs. SMCIX (30.33).
| 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 | -6.447 | -2.855 | 226% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.1M | 140B | 0% |
| Annual Yield % from dividends | 1.10 | 1.58 | 70% |
| Returns for 1 year | -8.60 | 3.92 | -219% |
| Returns for 3 years | -4.31 | 27.22 | -16% |
| Returns for 5 years | 30.33 | 72.29 | 42% |
| Returns for 10 years | 0.51 | 96.72 | 1% |
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