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DFSTX vs SMCIX
DFSTX vs SMCIX Comparison
Open Charts DFSTX vs SMCIX
Shelton S&P Smallcap Index Investor
Price$21.22
Change+$0.31 (+1.48%)
VolumeN/A
Net Assets51.65M
DFSTX vs SMCIX Comparison Chart in %
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DFSTX vs. SMCIX commentary
Dec 05, 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 DFSTX is a Buy and SMCIX is a Buy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17.3B vs. SMCIX (51.6M). DFSTX pays higher dividends than SMCIX: DFSTX (1.05) vs SMCIX (0.99). 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: 26.00 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 : 0.70 vs. SMCIX (-9.43). DFSTX return over 5 years is better than : 47.22 vs. SMCIX (0.86).
| 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 | 8.810 | -1.888 | -467% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3B | 51.6M | 33,527% |
| Annual Yield % from dividends | 1.05 | 0.99 | 106% |
| Returns for 1 year | 0.70 | -9.43 | -7% |
| Returns for 3 years | 26.95 | 1.89 | 1,425% |
| Returns for 5 years | 47.22 | 0.86 | 5,510% |
| Returns for 10 years | 76.98 | 17.79 | 433% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| GARP | 67.88 | 0.28 | +0.41% |
| iShares MSCI USA Quality GARP ETF | |||
| CVSE | 73.94 | N/A | N/A |
| Calvert US Select Equity ETF | |||
| KARS | 30.28 | N/A | N/A |
| KraneShares Eltc Vhl and Ft Mbly ETF | |||
| HPF | 16.34 | -0.02 | -0.12% |
| John Hancock Preferred Income Fund II | |||
| PDO | 13.94 | -0.02 | -0.14% |
| PIMCO Dynamic Income Opportunities Fund | |||