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DFSTX vs SMLKX
DFSTX vs SMLKX Comparison
Open Charts DFSTX vs SMLKX
Shelton S&P Smallcap Index K
Price$21.29
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets53.99M
DFSTX vs SMLKX Comparison Chart in %
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DFSTX vs. SMLKX 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 SMLKX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 18.1B vs. SMLKX (54M). DFSTX pays higher dividends than SMLKX: DFSTX (1.02) vs SMLKX (0.38). DFSTX was incepted earlier than SMLKX: DFSTX (34 years) vs SMLKX (22 years). SMLKX (1.36) is less costly to investors than DFSTX (0.28). SMLKX is a more actively managed with annual turnover of: 20.00 vs. DFSTX (5.00). 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 : 13.21 vs. SMLKX (1.23). DFSTX return over 5 years is better than : 38.07 vs. SMLKX (-10.32).
| DFSTX | SMLKX | DFSTX / SMLKX | |
| Total Expense Ratio | 0.27 | 1.36 | 20% |
| Annual Report Gross Expense Ratio | 0.28 | 1.36 | 21% |
| Fund Existence | 34 years | 22 years | - |
| Gain YTD | 6.752 | 6.557 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1B | 54M | 33,519% |
| Annual Yield % from dividends | 1.02 | 0.38 | 272% |
| Returns for 1 year | 13.21 | 1.23 | 1,070% |
| Returns for 3 years | 33.64 | -0.35 | -9,612% |
| Returns for 5 years | 38.07 | -10.32 | -369% |
| Returns for 10 years | 131.31 | 34.01 | 386% |
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