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DFSVX vs SHDIX
DFSVX vs SHDIX Comparison
Open Charts DFSVX vs SHDIX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
American Beacon Shapiro SMID Cap Eq R5
Price$10.08
Change+$0.05 (+0.50%)
VolumeN/A
Net Assets30.17M
DFSVX vs SHDIX Comparison Chart in %
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DFSVX vs. SHDIX commentary
Jul 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. SHDIX (30.2M). DFSVX pays higher dividends than SHDIX: DFSVX (1.67) 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 : 9.45 vs. SHDIX (-6.75). DFSVX return over 5 years is better than : 105.30 vs. SHDIX (36.35).
| 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 | 1.067 | -3.817 | -28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 30.2M | 53,311% |
| Annual Yield % from dividends | 1.67 | 0.00 | - |
| Returns for 1 year | 9.45 | -6.75 | -140% |
| Returns for 3 years | 32.84 | -3.26 | -1,009% |
| Returns for 5 years | 105.30 | 36.35 | 290% |
| Returns for 10 years | 45.10 | N/A | - |
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