SMCIX
Price
$21.61
Change
-$0.14 (-0.64%)
Updated
Aug 15 closing price
Net Assets
50.91M
VSMAX
Price
$117.86
Change
-$0.44 (-0.37%)
Updated
Aug 15 closing price
Net Assets
154.18B
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SMCIX vs VSMAX

Header iconSMCIX vs VSMAX Comparison
Open Charts SMCIX vs VSMAXBanner chart's image
Shelton S&P Smallcap Index Investor
Price$21.61
Change-$0.14 (-0.64%)
VolumeN/A
Net Assets50.91M
Vanguard Small Cap Index Admiral Shares
Price$117.86
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
SMCIX vs VSMAX Comparison Chart in %
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VS
SMCIX vs. VSMAX commentary
Aug 16, 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 Hold.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. SMCIX (50.9M). VSMAX pays higher dividends than SMCIX: VSMAX (1.37) vs SMCIX (1.02). 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 : 9.58 vs. SMCIX (-4.62). VSMAX return over 5 years is better than : 58.32 vs. SMCIX (17.31).
SMCIXVSMAXSMCIX / VSMAX
Total Expense Ratio0.880.051,760%
Annual Report Gross Expense Ratio0.880.051,760%
Fund Existence29 years25 years-
Gain YTD0.3212.90011%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets50.9M154B0%
Annual Yield % from dividends1.021.3774%
Returns for 1 year-4.629.58-48%
Returns for 3 years-7.6820.93-37%
Returns for 5 years17.3158.3230%
Returns for 10 years8.13113.927%
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