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SHDIX vs VSCAX
SHDIX vs VSCAX Comparison
Open Charts SHDIX vs VSCAX
American Beacon Shapiro SMID Cap Eq R5
Price$10.12
Change-$0.06 (-0.59%)
VolumeN/A
Net Assets28.89M
Invesco Small Cap Value A
Price$25.55
Change-$0.16 (-0.62%)
VolumeN/A
Net Assets7.5B
SHDIX vs VSCAX Comparison Chart in %
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SHDIX vs. VSCAX 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 VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.5B vs. SHDIX (28.9M). VSCAX pays higher dividends than SHDIX: VSCAX (0.32) vs SHDIX (0.00). SHDIX was incepted earlier than VSCAX: SHDIX (8 years) vs VSCAX (26 years). SHDIX (1.24) is less costly to investors than VSCAX (1.12). VSCAX is a more actively managed with annual turnover of: 52.00 vs. SHDIX (43.00). VSCAX has a lower initial minimum investment than SHDIX: VSCAX (1000) vs SHDIX (250000). VSCAX annual gain was more profitable for investors over the last year : 7.66 vs. SHDIX (-7.75). VSCAX return over 5 years is better than : 139.01 vs. SHDIX (30.01).
| SHDIX | VSCAX | SHDIX / VSCAX | |
| Total Expense Ratio | 0.90 | 1.12 | 80% |
| Annual Report Gross Expense Ratio | 1.24 | 1.12 | 111% |
| Fund Existence | 8 years | 26 years | - |
| Gain YTD | -3.435 | 9.358 | -37% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.9M | 7.5B | 0% |
| Annual Yield % from dividends | 0.00 | 0.32 | - |
| Returns for 1 year | -7.75 | 7.66 | -101% |
| Returns for 3 years | 1.40 | 64.05 | 2% |
| Returns for 5 years | 30.01 | 139.01 | 22% |
| Returns for 10 years | N/A | 50.80 | - |
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