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DFSTX vs SMLKX
DFSTX vs SMLKX Comparison
Open Charts DFSTX vs SMLKX
Shelton S&P Smallcap Index K
Price$20.55
Change-$0.23 (-1.11%)
VolumeN/A
Net Assets52.38M
DFSTX vs SMLKX Comparison Chart in %
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DFSTX vs. SMLKX commentary
Dec 15, 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 SMLKX is a Buy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17.5B vs. SMLKX (52.4M). DFSTX pays higher dividends than SMLKX: DFSTX (1.05) vs SMLKX (0.52). DFSTX was incepted earlier than SMLKX: DFSTX (34 years) vs SMLKX (22 years). SMLKX (1.41) is less costly to investors than DFSTX (0.28). SMLKX is a more actively managed with annual turnover of: 20.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than SMLKX: DFSTX (0) vs SMLKX (1000). DFSTX annual gain was more profitable for investors over the last year : 4.38 vs. SMLKX (-6.80). DFSTX return over 5 years is better than : 50.55 vs. SMLKX (-0.50).
| DFSTX | SMLKX | DFSTX / SMLKX | |
| Total Expense Ratio | 0.27 | 1.41 | 19% |
| Annual Report Gross Expense Ratio | 0.28 | 1.41 | 20% |
| Fund Existence | 34 years | 22 years | - |
| Gain YTD | 11.572 | -0.005 | -230,922% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5B | 52.4M | 33,397% |
| Annual Yield % from dividends | 1.05 | 0.52 | 201% |
| Returns for 1 year | 4.38 | -6.80 | -64% |
| Returns for 3 years | 40.70 | 6.22 | 654% |
| Returns for 5 years | 50.55 | -0.50 | -10,144% |
| Returns for 10 years | 92.27 | 19.35 | 477% |
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