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ASVRX vs SHEAX
ASVRX vs SHEAX Comparison
Open Charts ASVRX vs SHEAX
American Century Small Cap Value R
Price$9.98
Change+$0.12 (+1.22%)
VolumeN/A
Net Assets4.36B
American Beacon Shapiro SMID Cap Eq A
Price$9.85
Change+$0.10 (+1.03%)
VolumeN/A
Net Assets28.94M
ASVRX vs SHEAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.36B vs. SHEAX (28.9M). ASVRX pays higher dividends than SHEAX: ASVRX (0.39) vs SHEAX (0.00). ASVRX was incepted earlier than SHEAX: ASVRX (16 years) vs SHEAX (4 years). SHEAX (1.77) is less costly to investors than ASVRX (1.58). SHEAX is a more actively managed with annual turnover of: 43.00 vs. ASVRX (39.00). ASVRX (2500) and SHEAX (2500) have matching initial minimum investment requirements. ASVRX annual gain was more profitable for investors over the last year : -6.08 vs. SHEAX (-9.30).
| ASVRX | SHEAX | ASVRX / SHEAX | |
| Total Expense Ratio | 1.58 | 1.26 | 125% |
| Annual Report Gross Expense Ratio | 1.58 | 1.77 | 89% |
| Fund Existence | 16 years | 4 years | - |
| Gain YTD | -1.352 | -2.764 | 49% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.36B | 28.9M | 15,097% |
| Annual Yield % from dividends | 0.39 | 0.00 | - |
| Returns for 1 year | -6.08 | -9.30 | 65% |
| Returns for 3 years | 22.50 | 0.80 | 2,825% |
| Returns for 5 years | 63.03 | N/A | - |
| Returns for 10 years | 25.45 | N/A | - |
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