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SMLKX vs VSCPX
SMLKX vs VSCPX Comparison
Open Charts SMLKX vs VSCPX
Shelton S&P Smallcap Index K
Price$21.61
Change+$0.23 (+1.08%)
VolumeN/A
Net Assets54.47M
Vanguard Small Cap Index InstlPlus
Price$348.55
Change+$4.08 (+1.18%)
VolumeN/A
Net Assets155.27B
SMLKX vs VSCPX Comparison Chart
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SMLKX vs. VSCPX 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 VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 155B vs. SMLKX (54.5M). VSCPX pays higher dividends than SMLKX: VSCPX (1.44) vs SMLKX (0.43). SMLKX was incepted earlier than VSCPX: SMLKX (21 years) vs VSCPX (14 years). SMLKX (12.00) and VSCPX (12.00) have comparable annual turnover. SMLKX has a lower initial minimum investment than VSCPX: SMLKX (1000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 20.35 vs. SMLKX (5.31). VSCPX return over 5 years is better than : 56.01 vs. SMLKX (9.62).
| SMLKX | VSCPX | SMLKX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 14 years | - |
| Gain YTD | 2.542 | 3.641 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.5M | 155B | 0% |
| Annual Yield % from dividends | 0.43 | 1.44 | 30% |
| Returns for 1 year | 5.31 | 20.35 | 26% |
| Returns for 3 years | -7.29 | 20.92 | -35% |
| Returns for 5 years | 9.62 | 56.01 | 17% |
| Returns for 10 years | 9.89 | 125.00 | 8% |
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