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SMCIX vs VSCPX
SMCIX vs VSCPX Comparison
Open Charts SMCIX vs VSCPX
Shelton S&P Smallcap Index Investor
Price$21.34
Change-$0.58 (-2.65%)
VolumeN/A
Net Assets51.51M
Vanguard Small Cap Index InstlPlus
Price$331.37
Change-$8.96 (-2.63%)
VolumeN/A
Net Assets160.88B
SMCIX vs VSCPX Comparison Chart
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SMCIX vs. VSCPX commentary
Feb 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 Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 161B vs. SMCIX (51.5M). VSCPX pays higher dividends than SMCIX: VSCPX (1.44) vs SMCIX (0.90). SMCIX was incepted earlier than VSCPX: SMCIX (28 years) vs VSCPX (14 years). SMCIX (12.00) and VSCPX (12.00) have comparable annual turnover. 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 : 11.26 vs. SMCIX (-0.65). VSCPX return over 5 years is better than : 44.50 vs. SMCIX (5.55).
| SMCIX | VSCPX | SMCIX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 14 years | - |
| Gain YTD | -2.020 | -0.301 | 671% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.5M | 161B | 0% |
| Annual Yield % from dividends | 0.90 | 1.44 | 63% |
| Returns for 1 year | -0.65 | 11.26 | -6% |
| Returns for 3 years | -7.93 | 18.87 | -42% |
| Returns for 5 years | 5.55 | 44.50 | 12% |
| Returns for 10 years | 6.55 | 105.88 | 6% |
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