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SMLKX vs VSMAX
SMLKX vs VSMAX Comparison
Open Charts SMLKX vs VSMAX
Shelton S&P Smallcap Index K
Price$19.82
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets48.88M
Vanguard Small Cap Index Admiral Shares
Price$113.78
Change+$0.20 (+0.18%)
VolumeN/A
Net Assets147.56B
SMLKX vs VSMAX Comparison Chart in %
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SMLKX vs. VSMAX commentary
Jul 01, 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 Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. SMLKX (48.9M). VSMAX pays higher dividends than SMLKX: VSMAX (1.48) vs SMLKX (0.53). SMLKX was incepted earlier than VSMAX: SMLKX (22 years) vs VSMAX (25 years). SMLKX (1.41) is less costly to investors than VSMAX (0.05). SMLKX is a more actively managed with annual turnover of: 26.00 vs. VSMAX (13.00). 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 : 9.13 vs. SMLKX (-4.07). VSMAX return over 5 years is better than : 71.35 vs. SMLKX (25.54).
| SMLKX | VSMAX | SMLKX / VSMAX | |
| Total Expense Ratio | 1.41 | 0.05 | 2,820% |
| Annual Report Gross Expense Ratio | 1.41 | 0.05 | 2,820% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | -4.851 | -1.105 | 439% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.9M | 148B | 0% |
| Annual Yield % from dividends | 0.53 | 1.48 | 36% |
| Returns for 1 year | -4.07 | 9.13 | -45% |
| Returns for 3 years | -2.42 | 33.59 | -7% |
| Returns for 5 years | 25.54 | 71.35 | 36% |
| Returns for 10 years | -4.38 | 103.44 | -4% |
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