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SHDPX vs VISVX
SHDPX vs VISVX Comparison
Open Charts SHDPX vs VISVX
American Beacon Shapiro SMID Cap Eq I
Price$10.06
Change+$0.03 (+0.30%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.66
Change-$0.19 (-0.40%)
VolumeN/A
CapitalizationN/A
SHDPX vs VISVX Comparison Chart
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SHDPX vs. VISVX commentary
Dec 25, 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 Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. SHDPX (36.6M). 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 : 11.35 vs. SHDPX (-6.51). VISVX return over 5 years is better than : 48.33 vs. SHDPX (6.87).
| 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 | -6.852 | 11.427 | -60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.6M | 63B | 0% |
| Annual Yield % from dividends | 0.09 | 1.90 | 5% |
| Returns for 1 year | -6.51 | 11.35 | -57% |
| Returns for 3 years | -15.49 | 14.63 | -106% |
| Returns for 5 years | 6.87 | 48.33 | 14% |
| Returns for 10 years | N/A | 95.52 | - |
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