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SHDPX vs VISVX
SHDPX vs VISVX Comparison
Open Charts SHDPX vs VISVX
American Beacon Shapiro SMID Cap Eq I
Price$11.24
Change-$0.11 (-0.97%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$50.63
Change-$0.64 (-1.25%)
VolumeN/A
CapitalizationN/A
SHDPX vs VISVX Comparison Chart
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SHDPX vs. VISVX commentary
Nov 13, 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 SHDPX is a StrongBuy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.6B vs. SHDPX (42.6M). VISVX pays higher dividends than SHDPX: VISVX (1.90) vs SHDPX (0.09). SHDPX was incepted earlier than VISVX: SHDPX (7 years) vs VISVX (27 years). SHDPX is a more actively managed with annual turnover of: 36.00 vs. VISVX (16.00). SHDPX has a lower initial minimum investment than VISVX: SHDPX (2500) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 36.15 vs. SHDPX (13.29). VISVX return over 5 years is better than : 61.14 vs. SHDPX (17.64).
| SHDPX | VISVX | SHDPX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 27 years | - |
| Gain YTD | 4.074 | 17.759 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.6M | 57.6B | 0% |
| Annual Yield % from dividends | 0.09 | 1.90 | 5% |
| Returns for 1 year | 13.29 | 36.15 | 37% |
| Returns for 3 years | -19.66 | 15.62 | -126% |
| Returns for 5 years | 17.64 | 61.14 | 29% |
| Returns for 10 years | N/A | 112.83 | - |