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SMCIX vs VSMAX
SMCIX vs VSMAX Comparison
Open Charts SMCIX vs VSMAX
Shelton S&P Smallcap Index Investor
Price$23.89
Change-$0.26 (-1.08%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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SMCIX vs VSMAX Comparison Chart
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SMCIX vs. VSMAX commentary
Sep 21, 2024
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: 149B vs. SMCIX (55.7M). VSMAX pays higher dividends than SMCIX: VSMAX (1.42) vs SMCIX (0.90). SMCIX was incepted earlier than VSMAX: SMCIX (28 years) vs VSMAX (24 years). SMCIX (12.00) and VSMAX (12.00) have comparable annual turnover. 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 : 25.54 vs. SMCIX (20.92). VSMAX return over 5 years is better than : 53.45 vs. SMCIX (15.93).
| SMCIX | VSMAX | SMCIX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | 8.339 | 10.898 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.7M | 149B | 0% |
| Annual Yield % from dividends | 0.90 | 1.42 | 64% |
| Returns for 1 year | 20.92 | 25.54 | 82% |
| Returns for 3 years | -7.01 | 8.91 | -79% |
| Returns for 5 years | 15.93 | 53.45 | 30% |
| Returns for 10 years | 23.06 | 121.55 | 19% |
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