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SMCIX vs VSMAX
SMCIX vs VSMAX Comparison
Open Charts SMCIX vs VSMAX
Shelton S&P Smallcap Index Investor
Price$21.61
Change-$0.14 (-0.64%)
VolumeN/A
Net Assets50.59M
Vanguard Small Cap Index Admiral Shares
Price$117.86
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
SMCIX vs VSMAX Comparison Chart in %
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SMCIX vs. VSMAX 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. SMCIX (50.6M). VSMAX pays higher dividends than SMCIX: VSMAX (1.37) vs SMCIX (1.02). SMCIX was incepted earlier than VSMAX: SMCIX (29 years) vs VSMAX (25 years). SMCIX (0.88) is less costly to investors than VSMAX (0.05). SMCIX is a more actively managed with annual turnover of: 26.00 vs. VSMAX (13.00). SMCIX has a lower initial minimum investment than VSMAX: SMCIX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 9.17 vs. SMCIX (-5.23). VSMAX return over 5 years is better than : 57.73 vs. SMCIX (16.56).
| SMCIX | VSMAX | SMCIX / VSMAX | |
| Total Expense Ratio | 0.88 | 0.05 | 1,760% |
| Annual Report Gross Expense Ratio | 0.88 | 0.05 | 1,760% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | -0.324 | 2.517 | -13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.6M | 154B | 0% |
| Annual Yield % from dividends | 1.02 | 1.37 | 74% |
| Returns for 1 year | -5.23 | 9.17 | -57% |
| Returns for 3 years | -8.27 | 20.48 | -40% |
| Returns for 5 years | 16.56 | 57.73 | 29% |
| Returns for 10 years | 7.44 | 113.12 | 7% |