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DFFVX vs SHDIX
DFFVX vs SHDIX Comparison
Open Charts DFFVX vs SHDIX
DFA US Targeted Value I
Price$29.19
Change+$0.28 (+0.97%)
VolumeN/A
Net Assets11.22B
American Beacon Shapiro SMID Cap Eq R5
Price$8.11
Change+$0.05 (+0.62%)
VolumeN/A
Net Assets27.31M
DFFVX vs SHDIX Comparison Chart
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DFFVX vs. SHDIX commentary
Apr 15, 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 DFFVX is a Buy and SHDIX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 11.2B vs. SHDIX (27.3M). DFFVX pays higher dividends than SHDIX: DFFVX (1.63) vs SHDIX (0.00). DFFVX was incepted earlier than SHDIX: DFFVX (25 years) vs SHDIX (8 years). SHDIX (1.24) is less costly to investors than DFFVX (0.30). SHDIX is a more actively managed with annual turnover of: 43.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than SHDIX: DFFVX (0) vs SHDIX (250000). DFFVX annual gain was more profitable for investors over the last year : -5.73 vs. SHDIX (-25.02). DFFVX return over 5 years is better than : 113.01 vs. SHDIX (30.62).
| DFFVX | SHDIX | DFFVX / SHDIX | |
| Total Expense Ratio | 0.29 | 0.90 | 32% |
| Annual Report Gross Expense Ratio | 0.30 | 1.24 | 24% |
| Fund Existence | 25 years | 8 years | - |
| Gain YTD | -14.699 | -23.092 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 27.3M | 41,026% |
| Annual Yield % from dividends | 1.63 | 0.00 | - |
| Returns for 1 year | -5.73 | -25.02 | 23% |
| Returns for 3 years | 1.94 | -31.67 | -6% |
| Returns for 5 years | 113.01 | 30.62 | 369% |
| Returns for 10 years | 34.70 | N/A | - |
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