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SMCIX vs VSMAX
SMCIX vs VSMAX Comparison
Open Charts SMCIX vs VSMAX
Shelton S&P Smallcap Index Investor
Price$18.68
Change-$1.43 (-7.11%)
VolumeN/A
Net Assets48.6M
Vanguard Small Cap Index Admiral Shares
Price$101.10
Change-$7.25 (-6.69%)
VolumeN/A
Net Assets153.45B
SMCIX vs VSMAX Comparison Chart
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SMCIX vs. VSMAX commentary
Apr 04, 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: 153B vs. SMCIX (48.6M). VSMAX pays higher dividends than SMCIX: VSMAX (1.52) vs SMCIX (1.06). SMCIX was incepted earlier than VSMAX: SMCIX (29 years) vs VSMAX (24 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 (12.00). 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 : 1.20 vs. SMCIX (-8.04). VSMAX return over 5 years is better than : 115.95 vs. SMCIX (61.02).
| 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 | 24 years | - |
| Gain YTD | -7.459 | -5.824 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.6M | 153B | 0% |
| Annual Yield % from dividends | 1.06 | 1.52 | 70% |
| Returns for 1 year | -8.04 | 1.20 | -667% |
| Returns for 3 years | -16.30 | 6.53 | -250% |
| Returns for 5 years | 61.02 | 115.95 | 53% |
| Returns for 10 years | -1.30 | 91.10 | -1% |