Ad is loading...
SMLKX vs VSCPX
SMLKX vs VSCPX Comparison
Open Charts SMLKX vs VSCPX
Shelton S&P Smallcap Index K
Price$17.27
Change+$0.21 (+1.23%)
VolumeN/A
Net Assets43M
Vanguard Small Cap Index InstlPlus
Price$284.58
Change+$3.99 (+1.42%)
VolumeN/A
Net Assets143.36B
SMLKX vs VSCPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SMLKX vs. VSCPX commentary
Apr 12, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 143B vs. SMLKX (43M). VSCPX pays higher dividends than SMLKX: VSCPX (1.54) vs SMLKX (0.53). SMLKX was incepted earlier than VSCPX: SMLKX (22 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 : -7.79 vs. SMLKX (-17.66). VSCPX return over 5 years is better than : 63.92 vs. SMLKX (15.10).
| 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 | 22 years | 14 years | - |
| Gain YTD | -18.101 | -15.498 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43M | 143B | 0% |
| Annual Yield % from dividends | 0.53 | 1.54 | 34% |
| Returns for 1 year | -17.66 | -7.79 | 227% |
| Returns for 3 years | -24.40 | -0.21 | 11,708% |
| Returns for 5 years | 15.10 | 63.92 | 24% |
| Returns for 10 years | -17.96 | 71.49 | -25% |
View a ticker or compare two or three
VS
VS
Ad is loading...