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ASVRX vs SHDPX
ASVRX vs SHDPX Comparison
Open Charts ASVRX vs SHDPX
American Century Small Cap Value R
Price$9.51
Change+$0.23 (+2.48%)
VolumeN/A
Net Assets4.06B
American Beacon Shapiro SMID Cap Eq I
Price$9.10
Change+$0.21 (+2.36%)
VolumeN/A
Net Assets24.39M
ASVRX vs SHDPX Comparison Chart in %
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ASVRX vs. SHDPX commentary
Feb 09, 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 SHDPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.06B vs. SHDPX (24.4M). ASVRX pays higher dividends than SHDPX: ASVRX (0.57) 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. ASVRX annual gain was more profitable for investors over the last year : -8.71 vs. SHDPX (-10.70). ASVRX return over 5 years is better than : 3.01 vs. SHDPX (-23.77).
| ASVRX | SHDPX | ASVRX / SHDPX | |
| Total Expense Ratio | 1.58 | 1.18 | 134% |
| Annual Report Gross Expense Ratio | 1.58 | 1.73 | 91% |
| Fund Existence | 16 years | 8 years | - |
| Gain YTD | 10.839 | -0.979 | -1,107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.06B | 24.4M | 16,656% |
| Annual Yield % from dividends | 0.57 | 0.00 | - |
| Returns for 1 year | -8.71 | -10.70 | 81% |
| Returns for 3 years | -3.03 | -23.78 | 13% |
| Returns for 5 years | 3.01 | -23.77 | -13% |
| Returns for 10 years | 50.72 | N/A | - |
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