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SMCIX vs VSMAX
SMCIX vs VSMAX Comparison
Open Charts SMCIX vs VSMAX
Shelton S&P Smallcap Index Investor
Price$22.02
Change-$0.48 (-2.13%)
VolumeN/A
Net Assets51.24M
Vanguard Small Cap Index Admiral Shares
Price$119.94
Change-$2.71 (-2.21%)
VolumeN/A
Net Assets161.58B
SMCIX vs VSMAX Comparison Chart in %
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SMCIX vs. VSMAX 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. SMCIX (51.2M). VSMAX pays higher dividends than SMCIX: VSMAX (1.34) vs SMCIX (0.93). 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 : 1.45 vs. SMCIX (-10.43). VSMAX return over 5 years is better than : 48.41 vs. SMCIX (12.07).
| 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 | 4.030 | 6.757 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.2M | 162B | 0% |
| Annual Yield % from dividends | 0.93 | 1.34 | 70% |
| Returns for 1 year | -10.43 | 1.45 | -719% |
| Returns for 3 years | 0.64 | 33.26 | 2% |
| Returns for 5 years | 12.07 | 48.41 | 25% |
| Returns for 10 years | 17.57 | 138.28 | 13% |
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