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% | 7.66B | May 1997 | SMCIX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 182.70B | Jul 1997 | SMCIX vs VSCIX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | SMCIX vs TISBX |
Best Risk-Adjusted Alternatives to SMCIX
SMCIX has a PortfoliosLab risk / return rank of 67. There are 80 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | SMCIX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | SMCIX vs WESCX | |
| MainStay WMC Small Companies Fund | 93 | — | Jan 1987 | SMCIX vs MOPIX | |
| River Oak Discovery Fund | 92 | — | Jun 2005 | SMCIX vs RIVSX | |
| Royce Micro Cap Series Fund | 90 | — | Dec 1991 | SMCIX vs RYOTX |
Top Performing SMCIX Alternatives (YTD)
SMCIX is at 19.98% YTD. There are 87 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 40.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 40.27% | — | Dec 1991 | SMCIX vs RYOTX | |
| Paradigm Micro-cap Fund | 36.98% | — | Dec 2007 | SMCIX vs PVIVX | |
| River Oak Discovery Fund | 34.51% | — | Jun 2005 | SMCIX vs RIVSX | |
| Hodges Small Cap Fund | 34.04% | — | Dec 2007 | SMCIX vs HDPSX | |
| Harbor Small Cap Value Fund | 33.41% | — | Dec 2001 | SMCIX vs HASCX |
Lowest Volatility Alternatives to SMCIX
SMCIX has 17.76% 1-year volatility. There are 60 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.52%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.52% | — | Nov 1996 | SMCIX vs HFCGX | |
| DFA International Small Company Portfolio | 14.12% | — | Sep 1996 | SMCIX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.69% | — | Feb 2017 | SMCIX vs CSMDX | |
| DWS Small Cap Core Fund | 14.87% | — | Jul 2000 | SMCIX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.22% | — | — | 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% | 2.90B | Apr 2006 | SMCIX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | SMCIX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | SMCIX vs SSCDX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 30 | 11.26% | — | Sep 2021 | SMCIX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 9.77% | — | Jul 1993 | SMCIX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 96 | 13.03% | — | Dec 2012 | SMCIX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 12.39% | — | May 2011 | SMCIX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.90% | — | Dec 1991 | SMCIX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 28 | 1.80% | — | Aug 2005 | SMCIX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 64 | 11.89% | — | Jul 2010 | SMCIX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 69 | 43.67% | — | Apr 2000 | SMCIX vs BGSAX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 77 | 14.17% | — | Sep 1999 | SMCIX vs FAMRX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 79 | 7.45% | — | Oct 2007 | SMCIX vs FFANX |
Often Compared With SMCIX
Investors most often compare SMCIX with AMZN, QQQI, ^GSPC. These 20 comparison targets span 10 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