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SMCIX vs VSMAX
SMCIX vs VSMAX Comparison
Open Charts SMCIX vs VSMAX
Shelton S&P Smallcap Index Investor
Price$22.53
Change+$0.19 (+0.85%)
VolumeN/A
Net Assets54.3M
Vanguard Small Cap Index Admiral Shares
Price$130.46
Change+$0.04 (+0.03%)
VolumeN/A
Net Assets162.31B
SMCIX vs VSMAX Comparison Chart in %
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SMCIX vs. VSMAX commentary
Feb 05, 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 (54.3M). VSMAX pays higher dividends than SMCIX: VSMAX (1.27) vs SMCIX (0.81). SMCIX was incepted earlier than VSMAX: SMCIX (29 years) vs VSMAX (25 years). SMCIX (0.86) 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 : 10.71 vs. SMCIX (2.16). VSMAX return over 5 years is better than : 31.93 vs. SMCIX (-6.67).
| SMCIX | VSMAX | SMCIX / VSMAX | |
| Total Expense Ratio | 0.86 | 0.05 | 1,720% |
| Annual Report Gross Expense Ratio | 0.86 | 0.05 | 1,720% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | 6.635 | 5.535 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.3M | 162B | 0% |
| Annual Yield % from dividends | 0.81 | 1.27 | 64% |
| Returns for 1 year | 2.16 | 10.71 | 20% |
| Returns for 3 years | 2.04 | 33.11 | 6% |
| Returns for 5 years | -6.67 | 31.93 | -21% |
| Returns for 10 years | 43.85 | 186.87 | 23% |
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