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ASVRX vs SHDIX
ASVRX vs SHDIX Comparison
Open Charts ASVRX vs SHDIX
American Century Small Cap Value R
Price$10.24
Change-$0.03 (-0.29%)
VolumeN/A
Net Assets4.67B
American Beacon Shapiro SMID Cap Eq R5
Price$10.16
Change+$0.05 (+0.49%)
VolumeN/A
Net Assets29.37M
ASVRX vs SHDIX Comparison Chart in %
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ASVRX vs. SHDIX commentary
Sep 07, 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: 4.67B vs. SHDIX (29.4M). ASVRX pays higher dividends than SHDIX: ASVRX (0.39) 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: 43.00 vs. ASVRX (39.00). ASVRX has a lower initial minimum investment than SHDIX: ASVRX (2500) vs SHDIX (250000). ASVRX annual gain was more profitable for investors over the last year : -1.24 vs. SHDIX (-6.04). ASVRX return over 5 years is better than : 55.68 vs. SHDIX (25.03).
| 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 | 1.098 | -2.004 | -55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.67B | 29.4M | 15,867% |
| Annual Yield % from dividends | 0.39 | 0.00 | - |
| Returns for 1 year | -1.24 | -6.04 | 21% |
| Returns for 3 years | 15.33 | -3.19 | -480% |
| Returns for 5 years | 55.68 | 25.03 | 222% |
| Returns for 10 years | 23.12 | N/A | - |
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