DFSVX
Price
$48.52
Change
+$0.23 (+0.48%)
Updated
Jul 25 closing price
Net Assets
16.01B
SHDPX
Price
$9.82
Change
+$0.08 (+0.82%)
Updated
Jul 25 closing price
Net Assets
29.81M
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DFSVX vs SHDPX

Header iconDFSVX vs SHDPX Comparison
Open Charts DFSVX vs SHDPXBanner chart's image
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
American Beacon Shapiro SMID Cap Eq I
Price$9.82
Change+$0.08 (+0.82%)
VolumeN/A
Net Assets29.81M
DFSVX vs SHDPX Comparison Chart in %
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DFSVX vs. SHDPX commentary
Jul 27, 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 SHDPX is a Hold.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. SHDPX (29.8M). DFSVX pays higher dividends than SHDPX: DFSVX (1.67) vs SHDPX (0.00). DFSVX was incepted earlier than SHDPX: DFSVX (32 years) vs SHDPX (8 years). SHDPX (1.54) is less costly to investors than DFSVX (0.31). SHDPX is a more actively managed with annual turnover of: 43.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than SHDPX: DFSVX (0) vs SHDPX (2500). DFSVX annual gain was more profitable for investors over the last year : 0.60 vs. SHDPX (-9.41). DFSVX return over 5 years is better than : 94.25 vs. SHDPX (27.81).
DFSVXSHDPXDFSVX / SHDPX
Total Expense Ratio0.311.1826%
Annual Report Gross Expense Ratio0.311.5420%
Fund Existence32 years8 years-
Gain YTD0.901-3.346-27%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets16B29.8M53,691%
Annual Yield % from dividends1.670.00-
Returns for 1 year0.60-9.41-6%
Returns for 3 years27.09-8.38-323%
Returns for 5 years94.2527.81339%
Returns for 10 years50.73N/A-
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