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SMCIX vs VSCPX
SMCIX vs VSCPX Comparison
Open Charts SMCIX vs VSCPX
Shelton S&P Smallcap Index Investor
Price$21.51
Change+$0.09 (+0.42%)
VolumeN/A
Net Assets52.04M
Vanguard Small Cap Index InstlPlus
Price$364.26
Change+$0.82 (+0.23%)
VolumeN/A
Net Assets163.34B
SMCIX vs VSCPX Comparison Chart in %
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SMCIX vs. VSCPX commentary
Dec 26, 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 StrongBuy and VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 163B vs. SMCIX (52M). VSCPX pays higher dividends than SMCIX: VSCPX (1.34) vs SMCIX (0.99). SMCIX was incepted earlier than VSCPX: SMCIX (29 years) vs VSCPX (15 years). SMCIX (0.88) is less costly to investors than VSCPX (0.03). SMCIX is a more actively managed with annual turnover of: 20.00 vs. VSCPX (13.00). SMCIX has a lower initial minimum investment than VSCPX: SMCIX (1000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 8.24 vs. SMCIX (-1.89). VSCPX return over 5 years is better than : 36.53 vs. SMCIX (-1.08).
| SMCIX | VSCPX | SMCIX / VSCPX | |
| Total Expense Ratio | 0.88 | 0.03 | 2,933% |
| Annual Report Gross Expense Ratio | 0.88 | 0.03 | 2,933% |
| Fund Existence | 29 years | 15 years | - |
| Gain YTD | -0.547 | 9.859 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52M | 163B | 0% |
| Annual Yield % from dividends | 0.99 | 1.34 | 74% |
| Returns for 1 year | -1.89 | 8.24 | -23% |
| Returns for 3 years | 10.70 | 44.97 | 24% |
| Returns for 5 years | -1.08 | 36.53 | -3% |
| Returns for 10 years | 22.30 | 144.00 | 15% |
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