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DFSTX vs SMCIX
DFSTX vs SMCIX Comparison
Open Charts DFSTX vs SMCIX
Shelton S&P Smallcap Index Investor
Price$22.53
Change+$0.19 (+0.85%)
VolumeN/A
Net Assets54.3M
DFSTX vs SMCIX Comparison Chart in %
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DFSTX vs. SMCIX commentary
Feb 05, 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: 18.3B vs. SMCIX (54.3M). DFSTX pays higher dividends than SMCIX: DFSTX (1.02) vs SMCIX (0.81). DFSTX was incepted earlier than SMCIX: DFSTX (34 years) vs SMCIX (29 years). SMCIX (0.86) is less costly to investors than DFSTX (0.28). SMCIX is a more actively managed with annual turnover of: 20.00 vs. DFSTX (5.00). 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 : 13.21 vs. SMCIX (2.16). DFSTX return over 5 years is better than : 38.07 vs. SMCIX (-6.67).
| DFSTX | SMCIX | DFSTX / SMCIX | |
| Total Expense Ratio | 0.27 | 0.86 | 31% |
| Annual Report Gross Expense Ratio | 0.28 | 0.86 | 33% |
| Fund Existence | 34 years | 29 years | - |
| Gain YTD | 6.752 | 6.635 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.3B | 54.3M | 33,702% |
| Annual Yield % from dividends | 1.02 | 0.81 | 126% |
| Returns for 1 year | 13.21 | 2.16 | 612% |
| Returns for 3 years | 33.64 | 2.04 | 1,652% |
| Returns for 5 years | 38.07 | -6.67 | -571% |
| Returns for 10 years | 131.31 | 43.85 | 299% |