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SHDPX vs VISVX
SHDPX vs VISVX Comparison
Open Charts SHDPX vs VISVX
American Beacon Shapiro SMID Cap Eq I
Price$7.77
Change-$0.40 (-4.90%)
VolumeN/A
Net Assets27.18M
Vanguard Small Cap Value Index I
Price$40.55
Change-$1.89 (-4.45%)
VolumeN/A
Net Assets57.63B
SHDPX vs VISVX Comparison Chart
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SHDPX vs. VISVX commentary
Apr 08, 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 Hold and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.6B vs. SHDPX (27.2M). VISVX pays higher dividends than SHDPX: VISVX (2.14) 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 : -8.84 vs. SHDPX (-28.58). VISVX return over 5 years is better than : 112.02 vs. SHDPX (43.22).
| 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 | -23.524 | -14.570 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.2M | 57.6B | 0% |
| Annual Yield % from dividends | 0.00 | 2.14 | - |
| Returns for 1 year | -28.58 | -8.84 | 323% |
| Returns for 3 years | -33.45 | -1.04 | 3,220% |
| Returns for 5 years | 43.22 | 112.02 | 39% |
| Returns for 10 years | N/A | 61.34 | - |
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