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SMCIX vs VSCIX
SMCIX vs VSCIX Comparison
Open Charts SMCIX vs VSCIX
Shelton S&P Smallcap Index Investor
Price$21.61
Change-$0.14 (-0.64%)
VolumeN/A
Net Assets50.59M
Vanguard Small Cap Index I
Price$117.86
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
SMCIX vs VSCIX Comparison Chart in %
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SMCIX vs. VSCIX commentary
Aug 18, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 154B vs. SMCIX (50.6M). VSCIX pays higher dividends than SMCIX: VSCIX (1.38) vs SMCIX (1.02). 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 : 9.18 vs. SMCIX (-5.23). VSCIX return over 5 years is better than : 57.74 vs. SMCIX (16.56).
| 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 | -0.324 | 2.527 | -13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.6M | 154B | 0% |
| Annual Yield % from dividends | 1.02 | 1.38 | 74% |
| Returns for 1 year | -5.23 | 9.18 | -57% |
| Returns for 3 years | -8.27 | 20.49 | -40% |
| Returns for 5 years | 16.56 | 57.74 | 29% |
| Returns for 10 years | 7.44 | 113.17 | 7% |
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