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SMLKX vs VSCPX
SMLKX vs VSCPX Comparison
Open Charts SMLKX vs VSCPX
Shelton S&P Smallcap Index K
Price$19.00
Change-$0.48 (-2.46%)
VolumeN/A
Net Assets49.06M
Vanguard Small Cap Index InstlPlus
Price$307.96
Change-$8.03 (-2.54%)
VolumeN/A
Net Assets153.45B
SMLKX vs VSCPX Comparison Chart
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SMLKX vs. VSCPX commentary
Mar 11, 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 VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 153B vs. SMLKX (49.1M). VSCPX pays higher dividends than SMLKX: VSCPX (1.34) vs SMLKX (0.51). SMLKX was incepted earlier than VSCPX: SMLKX (21 years) vs VSCPX (14 years). SMLKX (1.41) is less costly to investors than VSCPX (0.03). SMLKX is a more actively managed with annual turnover of: 26.00 vs. VSCPX (12.00). 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 : 2.59 vs. SMLKX (-7.58). VSCPX return over 5 years is better than : 59.73 vs. SMLKX (12.94).
| SMLKX | VSCPX | SMLKX / VSCPX | |
| Total Expense Ratio | 1.41 | 0.03 | 4,700% |
| Annual Report Gross Expense Ratio | 1.41 | 0.03 | 4,700% |
| Fund Existence | 21 years | 14 years | - |
| Gain YTD | -6.571 | -4.928 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.1M | 153B | 0% |
| Annual Yield % from dividends | 0.51 | 1.34 | 38% |
| Returns for 1 year | -7.58 | 2.59 | -293% |
| Returns for 3 years | -13.95 | 15.76 | -89% |
| Returns for 5 years | 12.94 | 59.73 | 22% |
| Returns for 10 years | -2.36 | 101.23 | -2% |
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