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DFSVX vs SHDIX
DFSVX vs SHDIX Comparison
Open Charts DFSVX vs SHDIX
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.85B
American Beacon Shapiro SMID Cap Eq R5
Price$10.16
Change+$0.05 (+0.49%)
VolumeN/A
Net Assets29.37M
DFSVX vs SHDIX Comparison Chart in %
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DFSVX vs. SHDIX commentary
Sep 07, 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 DFSVX is a Buy and SHDIX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. SHDIX (29.4M). DFSVX pays higher dividends than SHDIX: DFSVX (1.52) vs SHDIX (0.00). DFSVX was incepted earlier than SHDIX: DFSVX (33 years) vs SHDIX (8 years). SHDIX (1.24) is less costly to investors than DFSVX (0.31). SHDIX is a more actively managed with annual turnover of: 43.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than SHDIX: DFSVX (0) vs SHDIX (250000). DFSVX annual gain was more profitable for investors over the last year : 11.40 vs. SHDIX (-6.04). DFSVX return over 5 years is better than : 94.21 vs. SHDIX (25.03).
| DFSVX | SHDIX | DFSVX / SHDIX | |
| Total Expense Ratio | 0.31 | 0.90 | 34% |
| Annual Report Gross Expense Ratio | 0.31 | 1.24 | 25% |
| Fund Existence | 33 years | 8 years | - |
| Gain YTD | 6.765 | -2.004 | -338% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 29.4M | 57,143% |
| Annual Yield % from dividends | 1.52 | 0.00 | - |
| Returns for 1 year | 11.40 | -6.04 | -189% |
| Returns for 3 years | 35.36 | -3.19 | -1,108% |
| Returns for 5 years | 94.21 | 25.03 | 376% |
| Returns for 10 years | 64.86 | N/A | - |
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