Ad is loading...
SMLKX vs VSCIX
SMLKX vs VSCIX Comparison
Open Charts SMLKX vs VSCIX
Shelton S&P Smallcap Index K
Price$21.61
Change+$0.23 (+1.08%)
VolumeN/A
Net Assets54.47M
Vanguard Small Cap Index I
Price$120.76
Change+$1.42 (+1.19%)
VolumeN/A
Net Assets155.27B
SMLKX vs VSCIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SMLKX vs. VSCIX commentary
Jan 31, 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 StrongBuy and VSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 155B vs. SMLKX (54.5M). VSCIX pays higher dividends than SMLKX: VSCIX (1.43) vs SMLKX (0.43). SMLKX was incepted earlier than VSCIX: SMLKX (21 years) vs VSCIX (28 years). SMLKX (12.00) and VSCIX (12.00) have comparable annual turnover. 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 : 20.34 vs. SMLKX (5.31). VSCIX return over 5 years is better than : 55.99 vs. SMLKX (9.62).
| SMLKX | VSCIX | SMLKX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 28 years | - |
| Gain YTD | 2.542 | 3.639 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.5M | 155B | 0% |
| Annual Yield % from dividends | 0.43 | 1.43 | 30% |
| Returns for 1 year | 5.31 | 20.34 | 26% |
| Returns for 3 years | -7.29 | 20.91 | -35% |
| Returns for 5 years | 9.62 | 55.99 | 17% |
| Returns for 10 years | 9.89 | 124.92 | 8% |
View a ticker or compare two or three
VS
VS
Ad is loading...