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ASVRX vs SHDIX
ASVRX vs SHDIX Comparison
Open Charts ASVRX vs SHDIX
American Century Small Cap Value R
Price$9.35
Change+$0.20 (+2.19%)
VolumeN/A
Net Assets3.92B
American Beacon Shapiro SMID Cap Eq R5
Price$9.36
Change-$0.57 (-5.74%)
VolumeN/A
Net Assets24.26M
ASVRX vs SHDIX Comparison Chart in %
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ASVRX vs. SHDIX commentary
Feb 05, 2026
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 StrongBuy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 3.92B vs. SHDIX (24.3M). ASVRX pays higher dividends than SHDIX: ASVRX (0.57) 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 (1.39). 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 annual gain was more profitable for investors over the last year : -9.48 vs. ASVRX (-10.37). ASVRX return over 5 years is better than : 0.82 vs. SHDIX (-21.94).
| ASVRX | SHDIX | ASVRX / SHDIX | |
| Total Expense Ratio | 1.58 | 0.90 | 176% |
| Annual Report Gross Expense Ratio | 1.58 | 1.39 | 114% |
| Fund Existence | 16 years | 8 years | - |
| Gain YTD | 6.643 | -1.784 | -372% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.92B | 24.3M | 16,132% |
| Annual Yield % from dividends | 0.57 | 0.00 | - |
| Returns for 1 year | -10.37 | -9.48 | 109% |
| Returns for 3 years | -7.17 | -24.45 | 29% |
| Returns for 5 years | 0.82 | -21.94 | -4% |
| Returns for 10 years | 42.38 | N/A | - |
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