DFFVX
Price
$35.73
Change
+$0.11 (+0.31%)
Updated
Jan 23 closing price
Net Assets
13.82B
SHDPX
Price
$10.35
Change
-$0.02 (-0.19%)
Updated
Jan 23 closing price
Net Assets
37.7M
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DFFVX vs SHDPX

Header iconDFFVX vs SHDPX Comparison
Open Charts DFFVX vs SHDPXBanner chart's image
DFA US Targeted Value I
Price$35.73
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets13.82B
American Beacon Shapiro SMID Cap Eq I
Price$10.35
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets37.7M
DFFVX vs SHDPX Comparison Chart
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DFFVX vs. SHDPX commentary
Jan 24, 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 SHDPX is a Hold.

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FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.8B vs. SHDPX (37.7M). DFFVX pays higher dividends than SHDPX: DFFVX (1.37) vs SHDPX (0.09). DFFVX was incepted earlier than SHDPX: DFFVX (25 years) vs SHDPX (7 years). SHDPX is a more actively managed with annual turnover of: 36.00 vs. DFFVX (20.00). DFFVX has a lower initial minimum investment than SHDPX: DFFVX (0) vs SHDPX (2500). DFFVX annual gain was more profitable for investors over the last year : 16.12 vs. SHDPX (-2.99). DFFVX return over 5 years is better than : 64.57 vs. SHDPX (12.26).
DFFVXSHDPXDFFVX / SHDPX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence25 years7 years-
Gain YTD3.6372.067176%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets13.8B37.7M36,605%
Annual Yield % from dividends1.370.091,600%
Returns for 1 year16.12-2.99-539%
Returns for 3 years27.43-9.16-299%
Returns for 5 years64.5712.26527%
Returns for 10 years74.41N/A-
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