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SMCIX vs VSMAX
SMCIX vs VSMAX Comparison
Open Charts SMCIX vs VSMAX
Shelton S&P Smallcap Index Investor
Price$21.95
Change-$0.91 (-3.98%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
SMCIX vs VSMAX Comparison Chart
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SMCIX vs. VSMAX commentary
Dec 19, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. SMCIX (55.4M). 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 : 19.58 vs. SMCIX (6.31). VSMAX return over 5 years is better than : 53.97 vs. SMCIX (11.31).
| 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 | 3.933 | 18.049 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.4M | 167B | 0% |
| Annual Yield % from dividends | 0.90 | 1.42 | 64% |
| Returns for 1 year | 6.31 | 19.58 | 32% |
| Returns for 3 years | -6.58 | 15.80 | -42% |
| Returns for 5 years | 11.31 | 53.97 | 21% |
| Returns for 10 years | 18.42 | 125.00 | 15% |