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SMLKX vs VSMAX
SMLKX vs VSMAX Comparison
Open Charts SMLKX vs VSMAX
Shelton S&P Smallcap Index K
Price$22.93
Change-$0.24 (-1.04%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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VS
VS
SMLKX vs VSMAX Comparison Chart
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SMLKX vs. VSMAX commentary
Sep 21, 2024
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 Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. SMLKX (55.7M). VSMAX pays higher dividends than SMLKX: VSMAX (1.42) vs SMLKX (0.43). SMLKX was incepted earlier than VSMAX: SMLKX (21 years) vs VSMAX (24 years). SMLKX (12.00) and VSMAX (12.00) have comparable annual turnover. SMLKX has a lower initial minimum investment than VSMAX: SMLKX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 25.54 vs. SMLKX (20.22). VSMAX return over 5 years is better than : 53.45 vs. SMLKX (11.81).
| SMLKX | VSMAX | SMLKX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 7.993 | 10.898 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.7M | 149B | 0% |
| Annual Yield % from dividends | 0.43 | 1.42 | 30% |
| Returns for 1 year | 20.22 | 25.54 | 79% |
| Returns for 3 years | -9.06 | 8.91 | -102% |
| Returns for 5 years | 11.81 | 53.45 | 22% |
| Returns for 10 years | 15.79 | 121.55 | 13% |
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