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DFFVX
Price
$35.81
Change
-$0.30 (-0.83%)
Updated
Nov 15 closing price
SHDIX
Price
$11.39
Change
-$0.07 (-0.61%)
Updated
Nov 15 closing price
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DFFVX vs SHDIX

Header iconDFFVX vs SHDIX Comparison
Open Charts DFFVX vs SHDIXBanner chart's image
DFA US Targeted Value I
Price$35.81
Change-$0.30 (-0.83%)
VolumeN/A
CapitalizationN/A
American Beacon Shapiro SMID Cap Eq R5
Price$11.39
Change-$0.07 (-0.61%)
VolumeN/A
CapitalizationN/A
DFFVX vs SHDIX Comparison Chart
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DFFVX vs. SHDIX commentary
Nov 18, 2024

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 Sell.

FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.1B vs. SHDIX (41.4M). 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 : 27.76 vs. SHDIX (7.85). DFFVX return over 5 years is better than : 61.92 vs. SHDIX (17.25).
DFFVXSHDIXDFFVX / SHDIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence25 years7 years-
Gain YTD13.5472.705501%
Front LoadN/AN/A-
Min. Initial Investment0250000-
Min. Initial Investment IRAN/AN/A-
Net Assets14.1B41.4M34,058%
Annual Yield % from dividends1.370.081,641%
Returns for 1 year27.767.85353%
Returns for 3 years10.22-19.85-51%
Returns for 5 years61.9217.25359%
Returns for 10 years62.51N/A-
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