Interact to see
Advertisement
Advertisement
SMCIX vs VSMAX
SMCIX vs VSMAX Comparison
Open Charts SMCIX vs VSMAX
Shelton S&P Smallcap Index Investor
Price$22.17
Change+$0.13 (+0.59%)
VolumeN/A
Net Assets53.55M
Vanguard Small Cap Index Admiral Shares
Price$130.86
Change+$0.30 (+0.23%)
VolumeN/A
Net Assets162.31B
SMCIX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SMCIX vs. VSMAX commentary
Jan 15, 2026
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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. SMCIX (53.6M). VSMAX pays higher dividends than SMCIX: VSMAX (1.33) vs SMCIX (0.85). 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: 20.00 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 : 13.01 vs. SMCIX (2.78). VSMAX return over 5 years is better than : 35.05 vs. SMCIX (-5.38).
| 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 | 5.823 | 5.891 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.6M | 162B | 0% |
| Annual Yield % from dividends | 0.85 | 1.33 | 64% |
| Returns for 1 year | 2.78 | 13.01 | 21% |
| Returns for 3 years | 7.10 | 40.81 | 17% |
| Returns for 5 years | -5.38 | 35.05 | -15% |
| Returns for 10 years | 41.99 | 185.96 | 23% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement