Interact to see
Advertisement
Advertisement
SHDIX vs SSGSX
SHDIX vs SSGSX Comparison
Open Charts SHDIX vs SSGSX
American Beacon Shapiro SMID Cap Eq R5
Price$10.12
Change-$0.06 (-0.59%)
VolumeN/A
Net Assets28.89M
Victory Sycamore Small Company Opp A
Price$46.26
Change-$0.32 (-0.69%)
VolumeN/A
Net Assets5.51B
SHDIX vs SSGSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SHDIX vs. SSGSX commentary
Sep 26, 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 SHDIX is a Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.51B vs. SHDIX (28.9M). SSGSX pays higher dividends than SHDIX: SSGSX (0.47) vs SHDIX (0.00). SHDIX was incepted earlier than SSGSX: SHDIX (8 years) vs SSGSX (27 years). SSGSX (1.26) and SHDIX (1.24) have similar cost to investors . SHDIX is a more actively managed with annual turnover of: 43.00 vs. SSGSX (37.00). SSGSX has a lower initial minimum investment than SHDIX: SSGSX (2500) vs SHDIX (250000). SSGSX annual gain was more profitable for investors over the last year : -4.47 vs. SHDIX (-7.75). SSGSX (31.19) and SHDIX (30.01) have equivalent 5 years return.
| SHDIX | SSGSX | SHDIX / SSGSX | |
| Total Expense Ratio | 0.90 | 1.26 | 71% |
| Annual Report Gross Expense Ratio | 1.24 | 1.26 | 98% |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | -3.435 | 0.323 | -1,063% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.9M | 5.51B | 1% |
| Annual Yield % from dividends | 0.00 | 0.47 | - |
| Returns for 1 year | -7.75 | -4.47 | 174% |
| Returns for 3 years | 1.40 | 9.05 | 15% |
| Returns for 5 years | 30.01 | 31.19 | 96% |
| Returns for 10 years | N/A | 27.06 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement