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SMCIX vs VSMAX
SMCIX vs VSMAX Comparison
Open Charts SMCIX vs VSMAX
Shelton S&P Smallcap Index Investor
Price$21.38
Change+$0.13 (+0.61%)
VolumeN/A
Net Assets50.51M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
SMCIX vs VSMAX Comparison Chart in %
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SMCIX vs. VSMAX commentary
Jul 05, 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: 148B vs. SMCIX (50.5M). VSMAX pays higher dividends than SMCIX: VSMAX (1.40) vs SMCIX (1.03). 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 : 12.25 vs. SMCIX (-0.50). VSMAX return over 5 years is better than : 69.54 vs. SMCIX (29.00).
| 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 | -1.385 | 1.447 | -96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.5M | 148B | 0% |
| Annual Yield % from dividends | 1.03 | 1.40 | 74% |
| Returns for 1 year | -0.50 | 12.25 | -4% |
| Returns for 3 years | 3.62 | 37.95 | 10% |
| Returns for 5 years | 29.00 | 69.54 | 42% |
| Returns for 10 years | 5.95 | 109.34 | 5% |
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