Interact to see
Advertisement
Advertisement
DFSVX vs SHDCX
DFSVX vs SHDCX Comparison
Open Charts DFSVX vs SHDCX
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.08B
American Beacon Shapiro SMID Cap Eq C
Price$9.41
Change-$0.08 (-0.84%)
VolumeN/A
Net Assets29.55M
DFSVX vs SHDCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. SHDCX (29.5M). DFSVX pays higher dividends than SHDCX: DFSVX (1.64) vs SHDCX (0.00). DFSVX was incepted earlier than SHDCX: DFSVX (32 years) vs SHDCX (4 years). SHDCX (2.38) is less costly to investors than DFSVX (0.31). SHDCX is a more actively managed with annual turnover of: 43.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than SHDCX: DFSVX (0) vs SHDCX (1000). DFSVX annual gain was more profitable for investors over the last year : 5.62 vs. SHDCX (-9.87).
| DFSVX | SHDCX | DFSVX / SHDCX | |
| Total Expense Ratio | 0.31 | 2.02 | 15% |
| Annual Report Gross Expense Ratio | 0.31 | 2.38 | 13% |
| Fund Existence | 32 years | 4 years | - |
| Gain YTD | 1.483 | -4.757 | -31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 29.5M | 54,576% |
| Annual Yield % from dividends | 1.64 | 0.00 | - |
| Returns for 1 year | 5.62 | -9.87 | -57% |
| Returns for 3 years | 16.09 | -18.12 | -89% |
| Returns for 5 years | 80.15 | N/A | - |
| Returns for 10 years | 50.63 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement