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SMCIX vs VSCPX
SMCIX vs VSCPX Comparison
Open Charts SMCIX vs VSCPX
Shelton S&P Smallcap Index Investor
Price$22.46
Change+$0.06 (+0.27%)
VolumeN/A
Net Assets51.98M
Vanguard Small Cap Index InstlPlus
Price$353.49
Change+$2.47 (+0.70%)
VolumeN/A
Net Assets161.26B
SMCIX vs VSCPX Comparison Chart in %
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SMCIX vs. VSCPX commentary
Sep 07, 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 StrongBuy and VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 161B vs. SMCIX (52M). VSCPX pays higher dividends than SMCIX: VSCPX (1.33) vs SMCIX (0.96). 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 : 13.65 vs. SMCIX (-1.29). VSCPX return over 5 years is better than : 66.83 vs. SMCIX (24.74).
| 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 | 3.596 | 6.536 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52M | 161B | 0% |
| Annual Yield % from dividends | 0.96 | 1.33 | 72% |
| Returns for 1 year | -1.29 | 13.65 | -9% |
| Returns for 3 years | 7.99 | 39.36 | 20% |
| Returns for 5 years | 24.74 | 66.83 | 37% |
| Returns for 10 years | 17.31 | 133.00 | 13% |
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