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SMLKX vs VSCIX
SMLKX vs VSCIX Comparison
Open Charts SMLKX vs VSCIX
Shelton S&P Smallcap Index K
Price$18.51
Change-$0.32 (-1.70%)
VolumeN/A
Net Assets47.4M
Vanguard Small Cap Index I
Price$104.41
Change-$1.92 (-1.81%)
VolumeN/A
Net Assets153.45B
SMLKX vs VSCIX Comparison Chart
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SMLKX vs. VSCIX commentary
Mar 14, 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 SMLKX is a Hold and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 153B vs. SMLKX (47.4M). VSCIX pays higher dividends than SMLKX: VSCIX (1.33) vs SMLKX (0.51). SMLKX was incepted earlier than VSCIX: SMLKX (21 years) vs VSCIX (28 years). SMLKX (1.41) is less costly to investors than VSCIX (0.04). SMLKX is a more actively managed with annual turnover of: 26.00 vs. VSCIX (12.00). SMLKX has a lower initial minimum investment than VSCIX: SMLKX (1000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : -0.17 vs. SMLKX (-9.42). VSCIX return over 5 years is better than : 83.09 vs. SMLKX (30.96).
| SMLKX | VSCIX | SMLKX / VSCIX | |
| Total Expense Ratio | 1.41 | 0.04 | 3,525% |
| Annual Report Gross Expense Ratio | 1.41 | 0.04 | 3,525% |
| Fund Existence | 21 years | 28 years | - |
| Gain YTD | -9.257 | -7.660 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.4M | 153B | 0% |
| Annual Yield % from dividends | 0.51 | 1.33 | 39% |
| Returns for 1 year | -9.42 | -0.17 | 5,519% |
| Returns for 3 years | -17.14 | 12.72 | -135% |
| Returns for 5 years | 30.96 | 83.09 | 37% |
| Returns for 10 years | -7.11 | 90.86 | -8% |
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