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SMCIX vs VSCIX
SMCIX vs VSCIX Comparison
Open Charts SMCIX vs VSCIX
Shelton S&P Smallcap Index Investor
Price$21.38
Change+$0.13 (+0.61%)
VolumeN/A
Net Assets50.51M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
SMCIX vs VSCIX Comparison Chart in %
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SMCIX vs. VSCIX commentary
Jul 07, 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 SMCIX is a Buy and VSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. SMCIX (50.5M). VSCIX pays higher dividends than SMCIX: VSCIX (1.41) vs SMCIX (1.03). SMCIX was incepted earlier than VSCIX: SMCIX (29 years) vs VSCIX (28 years). SMCIX (0.88) is less costly to investors than VSCIX (0.04). SMCIX is a more actively managed with annual turnover of: 26.00 vs. VSCIX (13.00). SMCIX has a lower initial minimum investment than VSCIX: SMCIX (1000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 12.26 vs. SMCIX (-0.50). VSCIX return over 5 years is better than : 69.54 vs. SMCIX (29.00).
| SMCIX | VSCIX | SMCIX / VSCIX | |
| Total Expense Ratio | 0.88 | 0.04 | 2,200% |
| Annual Report Gross Expense Ratio | 0.88 | 0.04 | 2,200% |
| Fund Existence | 29 years | 28 years | - |
| Gain YTD | -1.385 | 1.448 | -96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.5M | 148B | 0% |
| Annual Yield % from dividends | 1.03 | 1.41 | 73% |
| Returns for 1 year | -0.50 | 12.26 | -4% |
| Returns for 3 years | 3.62 | 37.94 | 10% |
| Returns for 5 years | 29.00 | 69.54 | 42% |
| Returns for 10 years | 5.95 | 109.37 | 5% |
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