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SMLKX vs VSMAX
SMLKX vs VSMAX Comparison
Open Charts SMLKX vs VSMAX
Shelton S&P Smallcap Index K
Price$19.72
Change-$0.48 (-2.38%)
VolumeN/A
Net Assets50.9M
Vanguard Small Cap Index Admiral Shares
Price$111.07
Change-$2.78 (-2.44%)
VolumeN/A
Net Assets160.88B
SMLKX vs VSMAX Comparison Chart
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SMLKX vs. VSMAX commentary
Mar 04, 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. SMLKX (50.9M). 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 : 7.71 vs. SMLKX (-4.03). VSMAX return over 5 years is better than : 56.93 vs. SMLKX (10.78).
| 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 | -3.118 | -1.138 | 274% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.9M | 161B | 0% |
| Annual Yield % from dividends | 0.43 | 1.42 | 30% |
| Returns for 1 year | -4.03 | 7.71 | -52% |
| Returns for 3 years | -12.52 | 16.94 | -74% |
| Returns for 5 years | 10.78 | 56.93 | 19% |
| Returns for 10 years | 0.71 | 107.35 | 1% |
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