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SMLKX vs VSMAX
SMLKX vs VSMAX Comparison
Open Charts SMLKX vs VSMAX
Shelton S&P Smallcap Index K
Price$20.99
Change-$0.87 (-3.98%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
SMLKX vs VSMAX Comparison Chart
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VS
VS
SMLKX vs. VSMAX commentary
Dec 19, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. SMLKX (55.4M). 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 : 13.00 vs. SMLKX (-0.69). VSMAX return over 5 years is better than : 47.01 vs. SMLKX (2.90).
| 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 | -1.013 | 13.252 | -8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.4M | 167B | 0% |
| Annual Yield % from dividends | 0.43 | 1.42 | 30% |
| Returns for 1 year | -0.69 | 13.00 | -5% |
| Returns for 3 years | -12.35 | 11.09 | -111% |
| Returns for 5 years | 2.90 | 47.01 | 6% |
| Returns for 10 years | 6.71 | 115.86 | 6% |
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