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ASVRX vs SHDIX
ASVRX vs SHDIX Comparison
Open Charts ASVRX vs SHDIX
American Century Small Cap Value R
Price$9.42
Change-$0.06 (-0.63%)
VolumeN/A
Net Assets3.98B
American Beacon Shapiro SMID Cap Eq R5
Price$9.63
Change-$0.11 (-1.13%)
VolumeN/A
Net Assets26.82M
ASVRX vs SHDIX Comparison Chart in %
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ASVRX vs. SHDIX commentary
Nov 14, 2025
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 ASVRX is a Buy and SHDIX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 3.98B vs. SHDIX (26.8M). ASVRX pays higher dividends than SHDIX: ASVRX (0.43) vs SHDIX (0.00). ASVRX was incepted earlier than SHDIX: ASVRX (16 years) vs SHDIX (8 years). ASVRX (1.58) is less costly to investors than SHDIX (1.24). SHDIX is a more actively managed with annual turnover of: 67.00 vs. ASVRX (39.00). ASVRX has a lower initial minimum investment than SHDIX: ASVRX (2500) vs SHDIX (250000). SHDIX (-15.82) and ASVRX (-16.59) have marching annual gain over last year. ASVRX return over 5 years is better than : 26.81 vs. SHDIX (6.41).
| ASVRX | SHDIX | ASVRX / SHDIX | |
| Total Expense Ratio | 1.58 | 0.90 | 176% |
| Annual Report Gross Expense Ratio | 1.58 | 1.24 | 127% |
| Fund Existence | 16 years | 8 years | - |
| Gain YTD | -6.887 | -7.061 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.98B | 26.8M | 14,847% |
| Annual Yield % from dividends | 0.43 | 0.00 | - |
| Returns for 1 year | -16.59 | -15.82 | 105% |
| Returns for 3 years | 0.43 | -15.93 | -3% |
| Returns for 5 years | 26.81 | 6.41 | 418% |
| Returns for 10 years | 9.53 | N/A | - |
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