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SMCIX vs VSMAX
SMCIX vs VSMAX Comparison
Open Charts SMCIX vs VSMAX
Shelton S&P Smallcap Index Investor
Price$21.34
Change-$0.58 (-2.65%)
VolumeN/A
Net Assets51.51M
Vanguard Small Cap Index Admiral Shares
Price$114.81
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
SMCIX vs VSMAX Comparison Chart
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SMCIX vs. VSMAX 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. SMCIX (51.5M). VSMAX pays higher dividends than SMCIX: VSMAX (1.42) vs SMCIX (0.90). SMCIX was incepted earlier than VSMAX: SMCIX (28 years) vs VSMAX (24 years). SMCIX (12.00) and VSMAX (12.00) have comparable annual turnover. SMCIX has a lower initial minimum investment than VSMAX: SMCIX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 11.25 vs. SMCIX (-0.65). VSMAX return over 5 years is better than : 44.48 vs. SMCIX (5.55).
| SMCIX | VSMAX | SMCIX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | -2.020 | -0.304 | 665% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.5M | 161B | 0% |
| Annual Yield % from dividends | 0.90 | 1.42 | 64% |
| Returns for 1 year | -0.65 | 11.25 | -6% |
| Returns for 3 years | -7.93 | 18.86 | -42% |
| Returns for 5 years | 5.55 | 44.48 | 12% |
| Returns for 10 years | 6.55 | 105.78 | 6% |
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