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SHDPX vs VISVX
SHDPX vs VISVX Comparison
Open Charts SHDPX vs VISVX
American Beacon Shapiro SMID Cap Eq I
Price$10.80
Change-$0.12 (-1.10%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.91
Change-$0.41 (-0.85%)
VolumeN/A
CapitalizationN/A
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SHDPX vs VISVX Comparison Chart
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SHDPX vs. VISVX commentary
Sep 21, 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 Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.3B vs. SHDPX (42.9M). VISVX pays higher dividends than SHDPX: VISVX (1.90) vs SHDPX (0.09). SHDPX was incepted earlier than VISVX: SHDPX (7 years) vs VISVX (26 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 : 25.80 vs. SHDPX (0.75). VISVX return over 5 years is better than : 56.98 vs. SHDPX (15.18).
| SHDPX | VISVX | SHDPX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 26 years | - |
| Gain YTD | -0.278 | 11.310 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.9M | 57.3B | 0% |
| Annual Yield % from dividends | 0.09 | 1.90 | 5% |
| Returns for 1 year | 0.75 | 25.80 | 3% |
| Returns for 3 years | -14.87 | 21.42 | -69% |
| Returns for 5 years | 15.18 | 56.98 | 27% |
| Returns for 10 years | N/A | 108.54 | - |
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