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DFFVX vs SHDIX
DFFVX vs SHDIX Comparison
Open Charts DFFVX vs SHDIX
DFA US Targeted Value I
Price$34.10
Change-$0.82 (-2.35%)
VolumeN/A
Net Assets13.16B
American Beacon Shapiro SMID Cap Eq R5
Price$10.14
Change-$0.19 (-1.84%)
VolumeN/A
Net Assets35.3M
DFFVX vs SHDIX Comparison Chart
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DFFVX vs. SHDIX commentary
Feb 23, 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 Hold and SHDIX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.2B vs. SHDIX (35.3M). DFFVX pays higher dividends than SHDIX: DFFVX (1.37) vs SHDIX (0.08). DFFVX was incepted earlier than SHDIX: DFFVX (25 years) vs SHDIX (7 years). SHDIX is a more actively managed with annual turnover of: 36.00 vs. DFFVX (20.00). 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 : 10.28 vs. SHDIX (-6.63). DFFVX return over 5 years is better than : 59.88 vs. SHDIX (7.68).
| DFFVX | SHDIX | DFFVX / SHDIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | -0.786 | -3.244 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2B | 35.3M | 37,394% |
| Annual Yield % from dividends | 1.37 | 0.08 | 1,641% |
| Returns for 1 year | 10.28 | -6.63 | -155% |
| Returns for 3 years | 20.19 | -13.08 | -154% |
| Returns for 5 years | 59.88 | 7.68 | 780% |
| Returns for 10 years | 57.95 | N/A | - |
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