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SHDIX vs VISVX
SHDIX vs VISVX Comparison
Open Charts SHDIX vs VISVX
American Beacon Shapiro SMID Cap Eq R5
Price$10.14
Change-$0.19 (-1.84%)
VolumeN/A
Net Assets35.3M
Vanguard Small Cap Value Index I
Price$47.39
Change-$1.09 (-2.25%)
VolumeN/A
Net Assets60.22B
SHDIX vs VISVX Comparison Chart
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SHDIX vs. VISVX 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 SHDIX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 60.2B vs. SHDIX (35.3M). VISVX pays higher dividends than SHDIX: VISVX (1.90) vs SHDIX (0.08). SHDIX was incepted earlier than VISVX: SHDIX (7 years) vs VISVX (27 years). SHDIX is a more actively managed with annual turnover of: 36.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than SHDIX: VISVX (3000) vs SHDIX (250000). VISVX annual gain was more profitable for investors over the last year : 9.96 vs. SHDIX (-6.63). VISVX return over 5 years is better than : 47.46 vs. SHDIX (7.68).
| SHDIX | VISVX | SHDIX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 27 years | - |
| Gain YTD | -3.244 | -0.316 | 1,028% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.3M | 60.2B | 0% |
| Annual Yield % from dividends | 0.08 | 1.90 | 4% |
| Returns for 1 year | -6.63 | 9.96 | -67% |
| Returns for 3 years | -13.08 | 17.90 | -73% |
| Returns for 5 years | 7.68 | 47.46 | 16% |
| Returns for 10 years | N/A | 90.10 | - |
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