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ASVRX vs SHDIX
ASVRX vs SHDIX Comparison
Open Charts ASVRX vs SHDIX
American Century Small Cap Value R
Price$9.40
Change-$0.24 (-2.49%)
VolumeN/A
Net Assets4.17B
American Beacon Shapiro SMID Cap Eq R5
Price$9.83
Change-$0.16 (-1.60%)
VolumeN/A
Net Assets28.01M
ASVRX vs SHDIX Comparison Chart in %
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ASVRX vs. SHDIX commentary
Oct 17, 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 ASVRX is a Hold and SHDIX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.17B vs. SHDIX (28M). ASVRX pays higher dividends than SHDIX: ASVRX (0.41) vs SHDIX (0.00). ASVRX was incepted earlier than SHDIX: ASVRX (16 years) vs SHDIX (8 years). ASVRX (1.58) is less costly to investors than SHDIX (1.24). SHDIX is a more actively managed with annual turnover of: 67.00 vs. ASVRX (39.00). ASVRX has a lower initial minimum investment than SHDIX: ASVRX (2500) vs SHDIX (250000). ASVRX annual gain was more profitable for investors over the last year : -11.92 vs. SHDIX (-13.85). ASVRX return over 5 years is better than : 43.22 vs. SHDIX (15.54).
| ASVRX | SHDIX | ASVRX / SHDIX | |
| Total Expense Ratio | 1.58 | 0.90 | 176% |
| Annual Report Gross Expense Ratio | 1.58 | 1.24 | 127% |
| Fund Existence | 16 years | 8 years | - |
| Gain YTD | -4.712 | -6.202 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.17B | 28M | 14,907% |
| Annual Yield % from dividends | 0.41 | 0.00 | - |
| Returns for 1 year | -11.92 | -13.85 | 86% |
| Returns for 3 years | 12.34 | -6.28 | -196% |
| Returns for 5 years | 43.22 | 15.54 | 278% |
| Returns for 10 years | 12.99 | N/A | - |
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