Shelton Capital Management S&P Smallcap Index Fund (SMCIX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SMCIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SMCIX
SMCIX charges 0.81% annually. There are 53 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | SMCIX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | SMCIX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.51B | May 1997 | SMCIX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 177.40B | Jul 1997 | SMCIX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 177.40B | Nov 2000 | SMCIX vs VSMAX |
Best Risk-Adjusted Alternatives to SMCIX
SMCIX has a PortfoliosLab risk / return rank of 55. There are 82 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| MainStay WMC Small Companies Fund | 91 | — | Jan 1987 | SMCIX vs MOPIX | |
| Auer Growth Fund | 90 | — | Dec 2007 | SMCIX vs AUERX | |
| River Oak Discovery Fund | 90 | — | Jun 2005 | SMCIX vs RIVSX | |
| TETON Westwood SmallCap Equity Fund | 89 | — | Apr 1997 | SMCIX vs WESCX | |
| Keeley Small Cap Fund Class Institutional | 89 | — | Apr 1997 | SMCIX vs WWSIX |
Top Performing SMCIX Alternatives (YTD)
SMCIX is at 16.24% YTD. There are 87 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 37.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 37.74% | — | Dec 1991 | SMCIX vs RYOTX | |
| River Oak Discovery Fund | 32.82% | — | Jun 2005 | SMCIX vs RIVSX | |
| Paradigm Micro-cap Fund | 32.57% | — | Dec 2007 | SMCIX vs PVIVX | |
| Hodges Small Cap Fund | 31.07% | — | Dec 2007 | SMCIX vs HDPSX | |
| MainStay WMC Small Companies Fund | 27.70% | — | Jan 1987 | SMCIX vs MOPIX |
Lowest Volatility Alternatives to SMCIX
SMCIX has 17.52% 1-year volatility. There are 63 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 12.96%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 12.96% | — | Nov 1996 | SMCIX vs HFCGX | |
| DFA International Small Company Portfolio | 13.77% | — | Sep 1996 | SMCIX vs DFISX | |
| DWS Small Cap Core Fund | 14.28% | — | Jul 2000 | SMCIX vs SSLCX | |
| Copeland SMID Cap Dividend Growth Fund | 14.46% | — | Feb 2017 | SMCIX vs CSMDX | |
| Boston Trust Small Cap Fund | 15.10% | — | — | SMCIX vs BOSOX |
Lowest Drawdown Alternatives to SMCIX
SMCIX has a 1-year max drawdown of -8.79%. There are 21 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | SMCIX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | SMCIX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.80B | Apr 2006 | SMCIX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | SMCIX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | SMCIX vs BIAUX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include NASDX, VFAIX, VTMFX and span 10 categories. AUM among these funds goes as high as $29B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 75 | 21.38% | — | Jan 2000 | SMCIX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 4 | -5.08% | 13.70B | Feb 2004 | SMCIX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 6.03% | 11.90B | Sep 1994 | SMCIX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.31% | 28.60B | Sep 1994 | SMCIX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 73 | 11.69% | — | Jul 1993 | SMCIX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 28 | 11.23% | — | Sep 2021 | SMCIX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 13.10% | — | May 2011 | SMCIX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.48% | — | Dec 2012 | SMCIX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.93% | — | Dec 1991 | SMCIX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 15.25% | — | Jul 2010 | SMCIX vs ASFYX |
Often Compared With SMCIX
Investors most often compare SMCIX with AMZN, QQQI, ^GSPC. These 17 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare SMCIX with Any Fund or Stock
Compare SMCIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SMCIX with funds that move differently
Shelton Capital Management S&P Smallcap Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SMCIX.
Explore SMCIX Diversifiers