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ASVRX vs SHDPX
ASVRX vs SHDPX Comparison
Open Charts ASVRX vs SHDPX
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 I
Price$9.31
Change-$0.11 (-1.17%)
VolumeN/A
Net Assets26.82M
ASVRX vs SHDPX Comparison Chart in %
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ASVRX vs. SHDPX 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 SHDPX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 3.98B vs. SHDPX (26.8M). ASVRX pays higher dividends than SHDPX: ASVRX (0.43) vs SHDPX (0.00). ASVRX was incepted earlier than SHDPX: ASVRX (16 years) vs SHDPX (8 years). ASVRX (1.58) and SHDPX (1.54) have similar cost to investors . 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 (-16.19) and ASVRX (-16.59) have marching annual gain over last year. ASVRX return over 5 years is better than : 26.81 vs. SHDPX (4.29).
| ASVRX | SHDPX | ASVRX / SHDPX | |
| Total Expense Ratio | 1.58 | 1.18 | 134% |
| Annual Report Gross Expense Ratio | 1.58 | 1.54 | 103% |
| Fund Existence | 16 years | 8 years | - |
| Gain YTD | -6.887 | -7.283 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| 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 | -16.19 | 102% |
| Returns for 3 years | 0.43 | -16.90 | -3% |
| Returns for 5 years | 26.81 | 4.29 | 624% |
| Returns for 10 years | 9.53 | N/A | - |
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