Ad is loading...
SMCIX vs VSCPX
SMCIX vs VSCPX Comparison
Open Charts SMCIX vs VSCPX
Shelton S&P Smallcap Index Investor
Price$24.87
Change-$0.31 (-1.23%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index InstlPlus
Price$344.39
Change-$3.99 (-1.15%)
VolumeN/A
CapitalizationN/A
SMCIX vs VSCPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SMCIX vs. VSCPX commentary
Nov 15, 2024
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 Buy and VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 151B vs. SMCIX (57.2M). 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 : 32.14 vs. SMCIX (24.57). VSCPX return over 5 years is better than : 59.16 vs. SMCIX (19.65).
| 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 | 14.481 | 18.408 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.2M | 151B | 0% |
| Annual Yield % from dividends | 0.90 | 1.44 | 63% |
| Returns for 1 year | 24.57 | 32.14 | 76% |
| Returns for 3 years | -12.55 | 7.15 | -176% |
| Returns for 5 years | 19.65 | 59.16 | 33% |
| Returns for 10 years | 22.76 | 128.71 | 18% |
View a ticker or compare two or three
VS
VS
Ad is loading...