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SHDIX vs VISVX
SHDIX vs VISVX Comparison
Open Charts SHDIX vs VISVX
American Beacon Shapiro SMID Cap Eq R5
Price$8.11
Change+$0.05 (+0.62%)
VolumeN/A
Net Assets27.31M
Vanguard Small Cap Value Index I
Price$41.63
Change+$0.51 (+1.24%)
VolumeN/A
Net Assets53.62B
SHDIX vs VISVX Comparison Chart
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SHDIX vs. VISVX commentary
Apr 16, 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 Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 53.6B vs. SHDIX (27.3M). VISVX pays higher dividends than SHDIX: VISVX (2.14) vs SHDIX (0.00). SHDIX was incepted earlier than VISVX: SHDIX (8 years) vs VISVX (27 years). SHDIX (1.24) is less costly to investors than VISVX (0.19). SHDIX is a more actively managed with annual turnover of: 43.00 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 : -5.06 vs. SHDIX (-25.02). VISVX return over 5 years is better than : 90.82 vs. SHDIX (30.62).
| SHDIX | VISVX | SHDIX / VISVX | |
| Total Expense Ratio | 0.90 | 0.19 | 474% |
| Annual Report Gross Expense Ratio | 1.24 | 0.19 | 653% |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | -23.092 | -13.369 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.3M | 53.6B | 0% |
| Annual Yield % from dividends | 0.00 | 2.14 | - |
| Returns for 1 year | -25.02 | -5.06 | 495% |
| Returns for 3 years | -31.67 | 0.21 | -15,237% |
| Returns for 5 years | 30.62 | 90.82 | 34% |
| Returns for 10 years | N/A | 64.36 | - |
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