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SHDPX vs VISVX
SHDPX vs VISVX Comparison
Open Charts SHDPX vs VISVX
American Beacon Shapiro SMID Cap Eq I
Price$8.63
Change+$0.04 (+0.47%)
VolumeN/A
Net Assets30.18M
Vanguard Small Cap Value Index I
Price$44.55
Change+$0.04 (+0.09%)
VolumeN/A
Net Assets51.69B
SHDPX vs VISVX Comparison Chart
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SHDPX vs. VISVX commentary
May 11, 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 SHDPX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 51.7B vs. SHDPX (30.2M). VISVX pays higher dividends than SHDPX: VISVX (2.21) vs SHDPX (0.00). SHDPX was incepted earlier than VISVX: SHDPX (8 years) vs VISVX (27 years). SHDPX (1.54) is less costly to investors than VISVX (0.19). SHDPX is a more actively managed with annual turnover of: 43.00 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 : -0.89 vs. SHDPX (-20.17). VISVX return over 5 years is better than : 88.46 vs. SHDPX (24.00).
| SHDPX | VISVX | SHDPX / VISVX | |
| Total Expense Ratio | 1.18 | 0.19 | 621% |
| Annual Report Gross Expense Ratio | 1.54 | 0.19 | 811% |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | -15.059 | -6.143 | 245% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| 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 | -20.17 | -0.89 | 2,265% |
| Returns for 3 years | -19.03 | 18.88 | -101% |
| Returns for 5 years | 24.00 | 88.46 | 27% |
| Returns for 10 years | N/A | 78.82 | - |
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