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SMCIX vs VSCPX
SMCIX vs VSCPX Comparison
Open Charts SMCIX vs VSCPX
Shelton S&P Smallcap Index Investor
Price$21.47
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets48.73M
Vanguard Small Cap Index InstlPlus
Price$339.75
Change+$0.05 (+0.01%)
VolumeN/A
Net Assets161.58B
SMCIX vs VSCPX Comparison Chart in %
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SMCIX vs. VSCPX commentary
Nov 20, 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 (48.7M). VSCPX pays higher dividends than SMCIX: VSCPX (1.36) vs SMCIX (0.93). 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 : -0.83 vs. SMCIX (-12.02). VSCPX return over 5 years is better than : 39.50 vs. SMCIX (4.36).
| 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 | -0.594 | 2.452 | -24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.7M | 162B | 0% |
| Annual Yield % from dividends | 0.93 | 1.36 | 69% |
| Returns for 1 year | -12.02 | -0.83 | 1,453% |
| Returns for 3 years | -2.87 | 30.12 | -10% |
| Returns for 5 years | 4.36 | 39.50 | 11% |
| Returns for 10 years | 9.06 | 122.82 | 7% |