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DODGX vs SHXIX
DODGX vs SHXIX Comparison
Open Charts DODGX vs SHXIX
American Beacon Shapiro Equity Opps R5
Price$14.71
Change-$0.05 (-0.34%)
VolumeN/A
CapitalizationN/A
DODGX vs SHXIX Comparison Chart
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DODGX vs. SHXIX 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 DODGX is a StrongBuy and SHXIX is a Sell.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 115B vs. SHXIX (132M). DODGX pays higher dividends than SHXIX: DODGX (1.36) vs SHXIX (0.80). DODGX was incepted earlier than SHXIX: DODGX (60 years) vs SHXIX (7 years). SHXIX is a more actively managed with annual turnover of: 33.00 vs. DODGX (12.00). DODGX has a lower initial minimum investment than SHXIX: DODGX (2500) vs SHXIX (250000). DODGX (24.42) and SHXIX (24.31) have marching annual gain over last year. DODGX return over 5 years is better than : 48.65 vs. SHXIX (30.50).
| DODGX | SHXIX | DODGX / SHXIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 60 years | 7 years | - |
| Gain YTD | 16.610 | 11.019 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 132M | 87,121% |
| Annual Yield % from dividends | 1.36 | 0.80 | 171% |
| Returns for 1 year | 24.42 | 24.31 | 100% |
| Returns for 3 years | 15.52 | -12.91 | -120% |
| Returns for 5 years | 48.65 | 30.50 | 160% |
| Returns for 10 years | 63.21 | N/A | - |