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SHDIX vs VSIAX
SHDIX vs VSIAX Comparison
Open Charts SHDIX vs VSIAX
American Beacon Shapiro SMID Cap Eq R5
Price$10.84
Change-$0.34 (-3.04%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.23
Change-$3.35 (-3.78%)
VolumeN/A
CapitalizationN/A
SHDIX vs VSIAX Comparison Chart
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SHDIX vs. VSIAX commentary
Dec 19, 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 Hold and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. SHDIX (39.7M). 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 : 16.23 vs. SHDIX (-4.52). VSIAX return over 5 years is better than : 52.83 vs. SHDIX (11.73).
| 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 | 0.812 | 15.031 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.7M | 63B | 0% |
| Annual Yield % from dividends | 0.08 | 2.01 | 4% |
| Returns for 1 year | -4.52 | 16.23 | -28% |
| Returns for 3 years | -15.46 | 20.67 | -75% |
| Returns for 5 years | 11.73 | 52.83 | 22% |
| Returns for 10 years | N/A | 105.65 | - |
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