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SHDIX vs VISVX
SHDIX vs VISVX Comparison
Open Charts SHDIX vs VISVX
American Beacon Shapiro SMID Cap Eq R5
Price$11.11
Change-$0.13 (-1.16%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.91
Change-$0.41 (-0.85%)
VolumeN/A
CapitalizationN/A
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SHDIX vs VISVX Comparison Chart
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SHDIX vs. VISVX commentary
Sep 21, 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 SHDIX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.3B vs. SHDIX (42.9M). VISVX pays higher dividends than SHDIX: VISVX (1.90) vs SHDIX (0.08). SHDIX was incepted earlier than VISVX: SHDIX (7 years) vs VISVX (26 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 : 21.73 vs. SHDIX (1.18). VISVX return over 5 years is better than : 55.70 vs. SHDIX (17.47).
| SHDIX | VISVX | SHDIX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 26 years | - |
| Gain YTD | -0.090 | 10.404 | -1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.9M | 57.3B | 0% |
| Annual Yield % from dividends | 0.08 | 1.90 | 4% |
| Returns for 1 year | 1.18 | 21.73 | 5% |
| Returns for 3 years | -13.79 | 17.75 | -78% |
| Returns for 5 years | 17.47 | 55.70 | 31% |
| Returns for 10 years | N/A | 102.10 | - |
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