Ad is loading...
SHEAX vs VSCAX
SHEAX vs VSCAX Comparison
Open Charts SHEAX vs VSCAX
American Beacon Shapiro SMID Cap Eq A
Price$8.17
Change+$0.23 (+2.90%)
VolumeN/A
Net Assets27.93M
Invesco Small Cap Value A
Price$21.01
Change+$0.55 (+2.69%)
VolumeN/A
Net Assets5.77B
SHEAX vs VSCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 5.77B vs. SHEAX (27.9M). VSCAX pays higher dividends than SHEAX: VSCAX (0.37) vs SHEAX (0.00). SHEAX was incepted earlier than VSCAX: SHEAX (3 years) vs VSCAX (26 years). SHEAX (1.77) is less costly to investors than VSCAX (1.12). SHEAX is a more actively managed with annual turnover of: 43.00 vs. VSCAX (40.00). SHEAX (6%) and VSCAX (6%) have equivalent initial investment costs. VSCAX has a lower initial minimum investment than SHEAX: VSCAX (1000) vs SHEAX (2500). VSCAX annual gain was more profitable for investors over the last year : -7.11 vs. SHEAX (-23.51).
| SHEAX | VSCAX | SHEAX / VSCAX | |
| Total Expense Ratio | 1.26 | 1.12 | 113% |
| Annual Report Gross Expense Ratio | 1.77 | 1.12 | 158% |
| Fund Existence | 3 years | 26 years | - |
| Gain YTD | -21.619 | -12.973 | 167% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.9M | 5.77B | 0% |
| Annual Yield % from dividends | 0.00 | 0.37 | - |
| Returns for 1 year | -23.51 | -7.11 | 330% |
| Returns for 3 years | -30.27 | 10.08 | -300% |
| Returns for 5 years | N/A | 144.54 | - |
| Returns for 10 years | N/A | 0.40 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers