Interact to see
Advertisement
Advertisement
SHEAX vs VSCAX
SHEAX vs VSCAX Comparison
Open Charts SHEAX vs VSCAX
American Beacon Shapiro SMID Cap Eq A
Price$8.88
Change+$0.11 (+1.25%)
VolumeN/A
Net Assets27.96M
Invesco Small Cap Value A
Price$22.81
Change+$0.30 (+1.33%)
VolumeN/A
Net Assets6.4B
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: 6.4B vs. SHEAX (28M). VSCAX pays higher dividends than SHEAX: VSCAX (0.37) vs SHEAX (0.00). SHEAX was incepted earlier than VSCAX: SHEAX (4 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 : -1.12 vs. SHEAX (-16.23).
| SHEAX | VSCAX | SHEAX / VSCAX | |
| Total Expense Ratio | 1.26 | 1.12 | 113% |
| Annual Report Gross Expense Ratio | 1.77 | 1.12 | 158% |
| Fund Existence | 4 years | 26 years | - |
| Gain YTD | -12.340 | -4.254 | 290% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28M | 6.4B | 0% |
| Annual Yield % from dividends | 0.00 | 0.37 | - |
| Returns for 1 year | -16.23 | -1.12 | 1,453% |
| Returns for 3 years | -19.99 | 14.82 | -135% |
| Returns for 5 years | N/A | 91.18 | - |
| Returns for 10 years | N/A | 10.89 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement