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SMCIX vs VSMAX
SMCIX vs VSMAX Comparison
Open Charts SMCIX vs VSMAX
Shelton S&P Smallcap Index Investor
Price$20.46
Change-$0.08 (-0.39%)
VolumeN/A
Net Assets48.33M
Vanguard Small Cap Index Admiral Shares
Price$111.83
Change-$0.14 (-0.13%)
VolumeN/A
Net Assets147.56B
SMCIX vs VSMAX Comparison Chart
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SMCIX vs. VSMAX commentary
Jun 13, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. SMCIX (48.3M). VSMAX pays higher dividends than SMCIX: VSMAX (1.48) vs SMCIX (1.05). 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 : 6.21 vs. SMCIX (-5.60). VSMAX return over 5 years is better than : 66.26 vs. SMCIX (25.60).
| 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 | -5.480 | -2.678 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.3M | 148B | 0% |
| Annual Yield % from dividends | 1.05 | 1.48 | 71% |
| Returns for 1 year | -5.60 | 6.21 | -90% |
| Returns for 3 years | -0.32 | 33.17 | -1% |
| Returns for 5 years | 25.60 | 66.26 | 39% |
| Returns for 10 years | 0.62 | 98.02 | 1% |
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