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SHDYX vs VISVX
SHDYX vs VISVX Comparison
Open Charts SHDYX vs VISVX
American Beacon Shapiro SMID Cap Eq Y
Price$11.02
Change-$0.13 (-1.17%)
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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SHDYX vs VISVX Comparison Chart
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SHDYX 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 SHDYX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.3B vs. SHDYX (42.9M). VISVX pays higher dividends than SHDYX: VISVX (1.90) vs SHDYX (0.08). SHDYX was incepted earlier than VISVX: SHDYX (7 years) vs VISVX (26 years). SHDYX is a more actively managed with annual turnover of: 36.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than SHDYX: VISVX (3000) vs SHDYX (100000). VISVX annual gain was more profitable for investors over the last year : 25.80 vs. SHDYX (3.47). VISVX return over 5 years is better than : 56.98 vs. SHDYX (17.09).
| SHDYX | VISVX | SHDYX / 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 | 0.091 | 11.310 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.9M | 57.3B | 0% |
| Annual Yield % from dividends | 0.08 | 1.90 | 4% |
| Returns for 1 year | 3.47 | 25.80 | 13% |
| Returns for 3 years | -11.83 | 21.42 | -55% |
| Returns for 5 years | 17.09 | 56.98 | 30% |
| Returns for 10 years | N/A | 108.54 | - |