Interact to see
Advertisement
Advertisement
DFSVX vs SHDIX
DFSVX vs SHDIX Comparison
Open Charts DFSVX vs SHDIX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
American Beacon Shapiro SMID Cap Eq R5
Price$9.23
Change-$0.23 (-2.43%)
VolumeN/A
Net Assets28.26M
DFSVX vs SHDIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. SHDIX commentary
Jun 15, 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 Hold and SHDIX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. SHDIX (28.3M). DFSVX pays higher dividends than SHDIX: DFSVX (1.65) 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 : 1.83 vs. SHDIX (-14.77). DFSVX return over 5 years is better than : 86.94 vs. SHDIX (21.17).
| 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 | -6.462 | -11.927 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 28.3M | 52,650% |
| Annual Yield % from dividends | 1.65 | 0.00 | - |
| Returns for 1 year | 1.83 | -14.77 | -12% |
| Returns for 3 years | 19.38 | -10.73 | -181% |
| Returns for 5 years | 86.94 | 21.17 | 411% |
| Returns for 10 years | 30.89 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers