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SMCIX vs VSMAX
SMCIX vs VSMAX Comparison
Open Charts SMCIX vs VSMAX
Shelton S&P Smallcap Index Investor
Price$22.18
Change-$0.19 (-0.85%)
VolumeN/A
Net Assets51.7M
Vanguard Small Cap Index Admiral Shares
Price$120.96
Change-$1.21 (-0.99%)
VolumeN/A
Net Assets161.26B
SMCIX vs VSMAX Comparison Chart in %
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SMCIX vs. VSMAX commentary
Sep 27, 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: 161B vs. SMCIX (51.7M). VSMAX pays higher dividends than SMCIX: VSMAX (1.31) vs SMCIX (0.96). 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 : 8.90 vs. SMCIX (-4.06). VSMAX return over 5 years is better than : 71.77 vs. SMCIX (32.53).
| 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 | 3.181 | 6.266 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.7M | 161B | 0% |
| Annual Yield % from dividends | 0.96 | 1.31 | 73% |
| Returns for 1 year | -4.06 | 8.90 | -46% |
| Returns for 3 years | 15.47 | 51.28 | 30% |
| Returns for 5 years | 32.53 | 71.77 | 45% |
| Returns for 10 years | 22.06 | 147.93 | 15% |
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