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SMCIX vs VSMAX
SMCIX vs VSMAX Comparison
Open Charts SMCIX vs VSMAX
Shelton S&P Smallcap Index Investor
Price$19.76
Change-$0.57 (-2.80%)
VolumeN/A
Net Assets48.1M
Vanguard Small Cap Index Admiral Shares
Price$108.61
Change-$0.07 (-0.06%)
VolumeN/A
Net Assets139.54B
SMCIX vs VSMAX Comparison Chart
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SMCIX vs. VSMAX commentary
May 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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. SMCIX (48.1M). VSMAX pays higher dividends than SMCIX: VSMAX (1.56) vs SMCIX (1.10). SMCIX was incepted earlier than VSMAX: SMCIX (29 years) vs VSMAX (25 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 (13.00). 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 : 3.93 vs. SMCIX (-8.60). VSMAX return over 5 years is better than : 72.27 vs. SMCIX (30.33).
| 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 | 25 years | - |
| Gain YTD | -6.447 | -2.861 | 225% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.1M | 140B | 0% |
| Annual Yield % from dividends | 1.10 | 1.56 | 71% |
| Returns for 1 year | -8.60 | 3.93 | -219% |
| Returns for 3 years | -4.31 | 27.20 | -16% |
| Returns for 5 years | 30.33 | 72.27 | 42% |
| Returns for 10 years | 0.51 | 96.62 | 1% |
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