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DFSTX vs SMCIX
DFSTX vs SMCIX Comparison
Open Charts DFSTX vs SMCIX
Shelton S&P Smallcap Index Investor
Price$21.51
Change+$0.09 (+0.42%)
VolumeN/A
Net Assets52.04M
DFSTX vs SMCIX Comparison Chart in %
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DFSTX vs. SMCIX commentary
Dec 26, 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 Hold and SMCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17.5B vs. SMCIX (52M). 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: 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 : 8.98 vs. SMCIX (-1.89). DFSTX return over 5 years is better than : 45.03 vs. SMCIX (-1.08).
| 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 | 10.315 | -0.547 | -1,885% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5B | 52M | 33,654% |
| Annual Yield % from dividends | 1.05 | 0.99 | 106% |
| Returns for 1 year | 8.98 | -1.89 | -474% |
| Returns for 3 years | 42.56 | 10.70 | 398% |
| Returns for 5 years | 45.03 | -1.08 | -4,164% |
| Returns for 10 years | 95.08 | 22.30 | 426% |
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