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SMCIX vs VSMAX
SMCIX vs VSMAX Comparison
Open Charts SMCIX vs VSMAX
Shelton S&P Smallcap Index Investor
Price$20.06
Change-$0.40 (-1.96%)
VolumeN/A
Net Assets47.2M
Vanguard Small Cap Index Admiral Shares
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
SMCIX vs VSMAX Comparison Chart
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SMCIX vs. VSMAX commentary
Jun 16, 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 Hold and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. SMCIX (47.2M). VSMAX pays higher dividends than SMCIX: VSMAX (1.48) vs SMCIX (1.05). 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 : 5.22 vs. SMCIX (-6.88). VSMAX return over 5 years is better than : 63.38 vs. SMCIX (22.67).
| 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 | -7.689 | -4.364 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.2M | 148B | 0% |
| Annual Yield % from dividends | 1.05 | 1.48 | 71% |
| Returns for 1 year | -6.88 | 5.22 | -132% |
| Returns for 3 years | -2.42 | 31.37 | -8% |
| Returns for 5 years | 22.67 | 63.38 | 36% |
| Returns for 10 years | -2.40 | 93.38 | -3% |
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