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SMLKX vs VSMAX
SMLKX vs VSMAX Comparison
Open Charts SMLKX vs VSMAX
Shelton S&P Smallcap Index K
Price$18.90
Change-$0.55 (-2.83%)
VolumeN/A
Net Assets48.1M
Vanguard Small Cap Index Admiral Shares
Price$108.68
Change-$3.08 (-2.76%)
VolumeN/A
Net Assets139.54B
SMLKX vs VSMAX Comparison Chart
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SMLKX vs. VSMAX commentary
May 22, 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: 140B vs. SMLKX (48.1M). VSMAX pays higher dividends than SMLKX: VSMAX (1.56) vs SMLKX (0.55). 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 : 3.93 vs. SMLKX (-9.39). VSMAX return over 5 years is better than : 72.27 vs. SMLKX (25.53).
| 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 | -6.627 | -2.861 | 232% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.1M | 140B | 0% |
| Annual Yield % from dividends | 0.55 | 1.56 | 35% |
| Returns for 1 year | -9.39 | 3.93 | -239% |
| Returns for 3 years | -6.51 | 27.20 | -24% |
| Returns for 5 years | 25.53 | 72.27 | 35% |
| Returns for 10 years | -5.81 | 96.62 | -6% |
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