SMCIX
Price
$21.34
Change
+$0.12 (+0.57%)
Updated
Jul 25 closing price
Net Assets
50.14M
VSMAX
Price
$118.19
Change
+$0.72 (+0.61%)
Updated
Jul 25 closing price
Net Assets
153.28B
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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$21.34
Change+$0.12 (+0.57%)
VolumeN/A
Net Assets50.14M
Vanguard Small Cap Index Admiral Shares
Price$118.19
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
SMCIX vs VSMAX Comparison Chart in %
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VS
SMCIX vs. VSMAX commentary
Jul 26, 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 StrongBuy and VSMAX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. SMCIX (50.1M). 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 : 7.83 vs. SMCIX (-9.38). VSMAX return over 5 years is better than : 65.85 vs. SMCIX (23.62).
SMCIXVSMAXSMCIX / VSMAX
Total Expense Ratio0.880.051,760%
Annual Report Gross Expense Ratio0.880.051,760%
Fund Existence29 years25 years-
Gain YTD-2.1232.178-97%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets50.1M153B0%
Annual Yield % from dividends1.031.4074%
Returns for 1 year-9.387.83-120%
Returns for 3 years-1.3233.45-4%
Returns for 5 years23.6265.8536%
Returns for 10 years6.88113.906%
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