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SMCIX vs VSCPX
SMCIX vs VSCPX Comparison
Open Charts SMCIX vs VSCPX
Shelton S&P Smallcap Index Investor
Price$22.02
Change-$0.48 (-2.13%)
VolumeN/A
Net Assets51.24M
Vanguard Small Cap Index InstlPlus
Price$346.17
Change-$7.85 (-2.22%)
VolumeN/A
Net Assets161.58B
SMCIX vs VSCPX Comparison Chart in %
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SMCIX vs. VSCPX commentary
Nov 14, 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 VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 162B vs. SMCIX (51.2M). VSCPX pays higher dividends than SMCIX: VSCPX (1.36) vs SMCIX (0.93). 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: 26.00 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 : -0.31 vs. SMCIX (-10.43). VSCPX return over 5 years is better than : 45.15 vs. SMCIX (12.07).
| 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 | 4.030 | 4.403 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.2M | 162B | 0% |
| Annual Yield % from dividends | 0.93 | 1.36 | 69% |
| Returns for 1 year | -10.43 | -0.31 | 3,420% |
| Returns for 3 years | 0.64 | 32.00 | 2% |
| Returns for 5 years | 12.07 | 45.15 | 27% |
| Returns for 10 years | 17.57 | 130.76 | 13% |
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