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SMCIX vs VSMAX
SMCIX vs VSMAX Comparison
Open Charts SMCIX vs VSMAX
Shelton S&P Smallcap Index Investor
Price$18.51
Change+$0.23 (+1.26%)
VolumeN/A
Net Assets43.93M
Vanguard Small Cap Index Admiral Shares
Price$100.97
Change+$1.48 (+1.49%)
VolumeN/A
Net Assets143.36B
SMCIX vs VSMAX Comparison Chart
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SMCIX vs. VSMAX commentary
Apr 24, 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 Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. SMCIX (43.9M). VSMAX pays higher dividends than SMCIX: VSMAX (1.52) vs SMCIX (1.06). SMCIX was incepted earlier than VSMAX: SMCIX (29 years) vs VSMAX (24 years). SMCIX (0.88) is less costly to investors than VSMAX (0.05). SMCIX is a more actively managed with annual turnover of: 26.00 vs. VSMAX (12.00). 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 : -3.84 vs. SMCIX (-14.63). VSMAX return over 5 years is better than : 69.27 vs. SMCIX (27.31).
| SMCIX | VSMAX | SMCIX / VSMAX | |
| Total Expense Ratio | 0.88 | 0.05 | 1,760% |
| Annual Report Gross Expense Ratio | 0.88 | 0.05 | 1,760% |
| Fund Existence | 29 years | 24 years | - |
| Gain YTD | -15.880 | -13.525 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.9M | 143B | 0% |
| Annual Yield % from dividends | 1.06 | 1.52 | 70% |
| Returns for 1 year | -14.63 | -3.84 | 381% |
| Returns for 3 years | -19.98 | 3.87 | -516% |
| Returns for 5 years | 27.31 | 69.27 | 39% |
| Returns for 10 years | -10.37 | 74.79 | -14% |
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