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SMCIX vs VSMAX
SMCIX vs VSMAX Comparison
Open Charts SMCIX vs VSMAX
Shelton S&P Smallcap Index Investor
Price$22.30
Change+$0.12 (+0.54%)
VolumeN/A
Net Assets53.97M
Vanguard Small Cap Index Admiral Shares
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
SMCIX vs VSMAX Comparison Chart
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SMCIX vs. VSMAX commentary
Jan 19, 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: 155B vs. SMCIX (54M). 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 : 21.26 vs. SMCIX (6.72). VSMAX return over 5 years is better than : 48.99 vs. SMCIX (7.06).
| 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 | 2.388 | 3.369 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54M | 155B | 0% |
| Annual Yield % from dividends | 0.90 | 1.42 | 64% |
| Returns for 1 year | 6.72 | 21.26 | 32% |
| Returns for 3 years | -9.00 | 17.25 | -52% |
| Returns for 5 years | 7.06 | 48.99 | 14% |
| Returns for 10 years | 17.71 | 127.10 | 14% |
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