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DFSTX vs SMCIX
DFSTX vs SMCIX Comparison
Open Charts DFSTX vs SMCIX
Shelton S&P Smallcap Index Investor
Price$22.17
Change+$0.13 (+0.59%)
VolumeN/A
Net Assets53.55M
DFSTX vs SMCIX Comparison Chart in %
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DFSTX vs. SMCIX commentary
Jan 15, 2026
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 DFSTX is a Hold and SMCIX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 18.1B vs. SMCIX (53.6M). DFSTX pays higher dividends than SMCIX: DFSTX (1.08) vs SMCIX (0.85). DFSTX was incepted earlier than SMCIX: DFSTX (34 years) vs SMCIX (29 years). SMCIX (0.88) is less costly to investors than DFSTX (0.28). SMCIX is a more actively managed with annual turnover of: 20.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than SMCIX: DFSTX (0) vs SMCIX (1000). DFSTX annual gain was more profitable for investors over the last year : 13.84 vs. SMCIX (2.78). DFSTX return over 5 years is better than : 40.65 vs. SMCIX (-5.38).
| DFSTX | SMCIX | DFSTX / SMCIX | |
| Total Expense Ratio | 0.27 | 0.88 | 31% |
| Annual Report Gross Expense Ratio | 0.28 | 0.88 | 32% |
| Fund Existence | 34 years | 29 years | - |
| Gain YTD | 5.968 | 5.823 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1B | 53.6M | 33,769% |
| Annual Yield % from dividends | 1.08 | 0.85 | 126% |
| Returns for 1 year | 13.84 | 2.78 | 498% |
| Returns for 3 years | 39.22 | 7.10 | 553% |
| Returns for 5 years | 40.65 | -5.38 | -755% |
| Returns for 10 years | 127.82 | 41.99 | 304% |
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