ASVRX
Price
$8.71
Change
+$0.04 (+0.46%)
Updated
Dec 24 closing price
Net Assets
3.85B
SHDPX
Price
$9.28
Change
+$0.01 (+0.11%)
Updated
Dec 24 closing price
Net Assets
26.07M
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ASVRX vs SHDPX

Header iconASVRX vs SHDPX Comparison
Open Charts ASVRX vs SHDPXBanner chart's image
American Century Small Cap Value R
Price$8.71
Change+$0.04 (+0.46%)
VolumeN/A
Net Assets3.85B
American Beacon Shapiro SMID Cap Eq I
Price$9.28
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets26.07M
ASVRX vs SHDPX Comparison Chart in %
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ASVRX vs. SHDPX commentary
Dec 26, 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 SHDPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 3.85B vs. SHDPX (26.1M). ASVRX pays higher dividends than SHDPX: ASVRX (0.42) vs SHDPX (0.00). ASVRX was incepted earlier than SHDPX: ASVRX (16 years) vs SHDPX (8 years). SHDPX (1.73) is less costly to investors than ASVRX (1.58). SHDPX is a more actively managed with annual turnover of: 67.00 vs. ASVRX (39.00). ASVRX (2500) and SHDPX (2500) have matching initial minimum investment requirements. SHDPX annual gain was more profitable for investors over the last year : -8.30 vs. ASVRX (-14.24). ASVRX return over 5 years is better than : 4.90 vs. SHDPX (-10.37).
ASVRXSHDPXASVRX / SHDPX
Total Expense Ratio1.581.18134%
Annual Report Gross Expense Ratio1.581.7391%
Fund Existence16 years8 years-
Gain YTD-13.905-8.661161%
Front LoadN/AN/A-
Min. Initial Investment25002500100%
Min. Initial Investment IRAN/AN/A-
Net Assets3.85B26.1M14,736%
Annual Yield % from dividends0.420.00-
Returns for 1 year-14.24-8.30172%
Returns for 3 years0.70-12.62-6%
Returns for 5 years4.90-10.37-47%
Returns for 10 years16.96N/A-
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