ASVRX
Price
$8.98
Change
+$0.04 (+0.45%)
Updated
Jan 14 closing price
Net Assets
3.91B
SHDPX
Price
$9.74
Change
+$0.10 (+1.04%)
Updated
Jan 15 closing price
Net Assets
26.59M
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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$8.98
Change+$0.04 (+0.45%)
VolumeN/A
Net Assets3.91B
American Beacon Shapiro SMID Cap Eq I
Price$9.74
Change+$0.10 (+1.04%)
VolumeN/A
Net Assets26.59M
ASVRX vs SHDPX Comparison Chart in %
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ASVRX vs. SHDPX commentary
Jan 16, 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 Hold and SHDPX is a Hold.

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FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 3.91B vs. SHDPX (26.6M). ASVRX pays higher dividends than SHDPX: ASVRX (0.60) 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 : -4.37 vs. ASVRX (-11.61). ASVRX return over 5 years is better than : 1.02 vs. SHDPX (-16.65).
ASVRXSHDPXASVRX / SHDPX
Total Expense Ratio1.581.18134%
Annual Report Gross Expense Ratio1.581.7391%
Fund Existence16 years8 years-
Gain YTD4.6624.89795%
Front LoadN/AN/A-
Min. Initial Investment25002500100%
Min. Initial Investment IRAN/AN/A-
Net Assets3.91B26.6M14,711%
Annual Yield % from dividends0.600.00-
Returns for 1 year-11.61-4.37266%
Returns for 3 years-3.40-16.4621%
Returns for 5 years1.02-16.65-6%
Returns for 10 years37.65N/A-
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