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DFSVX vs SHDIX
DFSVX vs SHDIX Comparison
Open Charts DFSVX vs SHDIX
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 R5
Price$10.05
Change-$0.08 (-0.79%)
VolumeN/A
Net Assets29.55M
DFSVX vs SHDIX Comparison Chart in %
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DFSVX vs. SHDIX commentary
Aug 17, 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 StrongBuy and SHDIX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. SHDIX (29.5M). DFSVX pays higher dividends than SHDIX: DFSVX (1.64) vs SHDIX (0.00). DFSVX was incepted earlier than SHDIX: DFSVX (32 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 : 8.96 vs. SHDIX (-8.64). DFSVX return over 5 years is better than : 81.81 vs. SHDIX (19.36).
| DFSVX | SHDIX | DFSVX / SHDIX | |
| Total Expense Ratio | 0.31 | 0.90 | 34% |
| Annual Report Gross Expense Ratio | 0.31 | 1.24 | 25% |
| Fund Existence | 32 years | 8 years | - |
| Gain YTD | 2.419 | -4.103 | -59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| 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 | 8.96 | -8.64 | -104% |
| Returns for 3 years | 18.13 | -14.72 | -123% |
| Returns for 5 years | 81.81 | 19.36 | 422% |
| Returns for 10 years | 50.96 | N/A | - |
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