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DFSTX vs SMCIX
DFSTX vs SMCIX Comparison
Open Charts DFSTX vs SMCIX
Shelton S&P Smallcap Index Investor
Price$22.02
Change-$0.48 (-2.13%)
VolumeN/A
Net Assets51.24M
DFSTX vs SMCIX Comparison Chart in %
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DFSTX vs. SMCIX commentary
Nov 14, 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: 16.6B vs. SMCIX (51.2M). DFSTX pays higher dividends than SMCIX: DFSTX (1.08) vs SMCIX (0.93). 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 : -0.31 vs. SMCIX (-10.43). DFSTX return over 5 years is better than : 54.99 vs. SMCIX (12.07).
| 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 | 6.068 | 4.030 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 51.2M | 32,422% |
| Annual Yield % from dividends | 1.08 | 0.93 | 115% |
| Returns for 1 year | -0.31 | -10.43 | 3% |
| Returns for 3 years | 25.84 | 0.64 | 4,044% |
| Returns for 5 years | 54.99 | 12.07 | 456% |
| Returns for 10 years | 78.44 | 17.57 | 446% |
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