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DFSVX vs SHDIX
DFSVX vs SHDIX Comparison
Open Charts DFSVX vs SHDIX
DFA US Small Cap Value I
Price$57.50
Change+$0.99 (+1.75%)
VolumeN/A
Net Assets18.22B
American Beacon Shapiro SMID Cap Eq R5
Price$9.36
Change-$0.57 (-5.74%)
VolumeN/A
Net Assets24.26M
DFSVX vs SHDIX Comparison Chart in %
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DFSVX vs. SHDIX commentary
Feb 05, 2026
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: 18.2B vs. SHDIX (24.3M). DFSVX pays higher dividends than SHDIX: DFSVX (1.58) vs SHDIX (0.00). DFSVX was incepted earlier than SHDIX: DFSVX (33 years) vs SHDIX (8 years). SHDIX (1.39) is less costly to investors than DFSVX (0.31). SHDIX is a more actively managed with annual turnover of: 67.00 vs. DFSVX (7.00). 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 : 17.52 vs. SHDIX (-9.48). DFSVX return over 5 years is better than : 55.54 vs. SHDIX (-21.94).
| DFSVX | SHDIX | DFSVX / SHDIX | |
| Total Expense Ratio | 0.31 | 0.90 | 34% |
| Annual Report Gross Expense Ratio | 0.31 | 1.39 | 22% |
| Fund Existence | 33 years | 8 years | - |
| Gain YTD | 9.431 | -1.784 | -529% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.2B | 24.3M | 74,897% |
| Annual Yield % from dividends | 1.58 | 0.00 | - |
| Returns for 1 year | 17.52 | -9.48 | -185% |
| Returns for 3 years | 35.91 | -24.45 | -147% |
| Returns for 5 years | 55.54 | -21.94 | -253% |
| Returns for 10 years | 121.92 | N/A | - |
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