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SHDIX vs VISVX
SHDIX vs VISVX Comparison
Open Charts SHDIX vs VISVX
American Beacon Shapiro SMID Cap Eq R5
Price$8.91
Change+$0.04 (+0.45%)
VolumeN/A
Net Assets30.18M
Vanguard Small Cap Value Index I
Price$44.55
Change+$0.04 (+0.09%)
VolumeN/A
Net Assets51.69B
SHDIX vs VISVX Comparison Chart
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SHDIX vs. VISVX commentary
May 12, 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: 51.7B vs. SHDIX (30.2M). VISVX pays higher dividends than SHDIX: VISVX (2.21) 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 : -0.89 vs. SHDIX (-19.80). VISVX return over 5 years is better than : 88.46 vs. SHDIX (26.55).
| 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 | -14.981 | -6.143 | 244% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.2M | 51.7B | 0% |
| Annual Yield % from dividends | 0.00 | 2.21 | - |
| Returns for 1 year | -19.80 | -0.89 | 2,224% |
| Returns for 3 years | -18.09 | 18.88 | -96% |
| Returns for 5 years | 26.55 | 88.46 | 30% |
| Returns for 10 years | N/A | 78.82 | - |
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