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DFSTX vs SMLKX
DFSTX vs SMLKX Comparison
Open Charts DFSTX vs SMLKX
Shelton S&P Smallcap Index K
Price$21.22
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets50.42M
DFSTX vs SMLKX Comparison Chart in %
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DFSTX vs. SMLKX commentary
Oct 21, 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 SMLKX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 16.8B vs. SMLKX (50.4M). DFSTX pays higher dividends than SMLKX: DFSTX (1.07) vs SMLKX (0.48). 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: 26.00 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 : 3.09 vs. SMLKX (-8.30). DFSTX return over 5 years is better than : 62.62 vs. SMLKX (14.46).
| 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 | 4.893 | 2.112 | 232% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 50.4M | 33,333% |
| Annual Yield % from dividends | 1.07 | 0.48 | 221% |
| Returns for 1 year | 3.09 | -8.30 | -37% |
| Returns for 3 years | 34.06 | 5.04 | 676% |
| Returns for 5 years | 62.62 | 14.46 | 433% |
| Returns for 10 years | 73.60 | 6.40 | 1,149% |
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