Shelton Capital Management S&P Smallcap Index Fund (SMCIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to SMCIX
SMCIX charges 0.81% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among SMCIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | SMCIX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | SMCIX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | SMCIX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | SMCIX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | SMCIX vs VSMAX |
Best Risk-Adjusted Alternatives to SMCIX
Among mutual funds in the Small Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | SMCIX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | SMCIX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | SMCIX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | SMCIX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | SMCIX vs PRSVX |
Top Performing SMCIX Alternatives (YTD)
SMCIX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | SMCIX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | SMCIX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | SMCIX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | SMCIX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | SMCIX vs RIVSX |
Lowest Volatility Alternatives to SMCIX
SMCIX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | SMCIX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | SMCIX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | SMCIX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | SMCIX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | SMCIX vs CSMDX |
Lowest Drawdown Alternatives to SMCIX
SMCIX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | SMCIX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | SMCIX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | SMCIX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | SMCIX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | SMCIX vs BOSOX |
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Often Compared With SMCIX
What investors most often compare with SMCIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| NEOS Nasdaq-100 High Income ETF | Derivative Income | 72 | -4.41% | Jan 29, 2024 | SMCIX vs QQQI | |
| S&P 500 Index | 74 | -4.63% | — | SMCIX vs ^GSPC | ||
| Amazon.com, Inc | 50 | -9.77% | — | SMCIX vs AMZN | ||
| GraniteShares 2x Long NVDA Daily ETF | Leveraged Equities | 71 | -17.54% | Dec 13, 2022 | SMCIX vs NVDL |
Compare SMCIX with Any Fund or Stock
Compare SMCIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.