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SHDIX vs VSIAX
SHDIX vs VSIAX Comparison
Open Charts SHDIX vs VSIAX
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 Admiral
Price$84.92
Change-$1.96 (-2.26%)
VolumeN/A
Net Assets60.22B
SHDIX vs VSIAX Comparison Chart
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SHDIX vs. VSIAX 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 VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 60.2B vs. SHDIX (35.3M). VSIAX pays higher dividends than SHDIX: VSIAX (2.01) vs SHDIX (0.08). SHDIX was incepted earlier than VSIAX: SHDIX (7 years) vs VSIAX (13 years). SHDIX is a more actively managed with annual turnover of: 36.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than SHDIX: VSIAX (3000) vs SHDIX (250000). VSIAX annual gain was more profitable for investors over the last year : 9.98 vs. SHDIX (-6.63). VSIAX return over 5 years is better than : 47.61 vs. SHDIX (7.68).
| SHDIX | VSIAX | SHDIX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 13 years | - |
| Gain YTD | -3.244 | -0.294 | 1,105% |
| 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 | 2.01 | 4% |
| Returns for 1 year | -6.63 | 9.98 | -66% |
| Returns for 3 years | -13.08 | 17.97 | -73% |
| Returns for 5 years | 7.68 | 47.61 | 16% |
| Returns for 10 years | N/A | 90.53 | - |
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