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SHEAX vs VSCAX
SHEAX vs VSCAX Comparison
Open Charts SHEAX vs VSCAX
American Beacon Shapiro SMID Cap Eq A
Price$9.58
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets29.5M
Invesco Small Cap Value A
Price$23.86
Change+$0.12 (+0.51%)
VolumeN/A
Net Assets6.83B
SHEAX vs VSCAX Comparison Chart in %
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VS
VS
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.83B vs. SHEAX (29.5M). VSCAX pays higher dividends than SHEAX: VSCAX (0.35) 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). VSCAX is a more actively managed with annual turnover of: 52.00 vs. SHEAX (43.00). 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 : -2.82 vs. SHEAX (-14.31).
| 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 | -5.429 | 0.978 | -555% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.5M | 6.83B | 0% |
| Annual Yield % from dividends | 0.00 | 0.35 | - |
| Returns for 1 year | -14.31 | -2.82 | 508% |
| Returns for 3 years | -7.09 | 45.87 | -15% |
| Returns for 5 years | N/A | 119.28 | - |
| Returns for 10 years | N/A | 19.69 | - |
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