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SMLKX vs VSMAX
SMLKX vs VSMAX Comparison
Open Charts SMLKX vs VSMAX
Shelton S&P Smallcap Index K
Price$17.27
Change+$0.21 (+1.23%)
VolumeN/A
Net Assets43M
Vanguard Small Cap Index Admiral Shares
Price$98.60
Change+$1.38 (+1.42%)
VolumeN/A
Net Assets143.36B
SMLKX vs VSMAX Comparison Chart
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SMLKX vs. VSMAX 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. SMLKX (43M). VSMAX pays higher dividends than SMLKX: VSMAX (1.52) vs SMLKX (0.53). SMLKX was incepted earlier than VSMAX: SMLKX (22 years) vs VSMAX (24 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 (12.00). 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 : -7.79 vs. SMLKX (-17.66). VSMAX return over 5 years is better than : 63.87 vs. SMLKX (15.10).
| 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 | 24 years | - |
| Gain YTD | -18.101 | -15.498 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43M | 143B | 0% |
| Annual Yield % from dividends | 0.53 | 1.52 | 35% |
| Returns for 1 year | -17.66 | -7.79 | 227% |
| Returns for 3 years | -24.40 | -0.22 | 11,319% |
| Returns for 5 years | 15.10 | 63.87 | 24% |
| Returns for 10 years | -17.96 | 71.41 | -25% |
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