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DFSVX vs SHDPX
DFSVX vs SHDPX Comparison
Open Charts DFSVX vs SHDPX
DFA US Small Cap Value I
Price$49.02
Change+$0.11 (+0.22%)
VolumeN/A
Net Assets16.13B
American Beacon Shapiro SMID Cap Eq I
Price$9.78
Change+$0.05 (+0.51%)
VolumeN/A
Net Assets29.68M
DFSVX vs SHDPX Comparison Chart in %
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DFSVX vs. SHDPX commentary
Aug 20, 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 SHDPX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. SHDPX (29.7M). DFSVX pays higher dividends than SHDPX: DFSVX (1.64) 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 : 5.38 vs. SHDPX (-8.43). DFSVX return over 5 years is better than : 84.23 vs. SHDPX (19.68).
| DFSVX | SHDPX | DFSVX / SHDPX | |
| Total Expense Ratio | 0.31 | 1.18 | 26% |
| Annual Report Gross Expense Ratio | 0.31 | 1.54 | 20% |
| Fund Existence | 32 years | 8 years | - |
| Gain YTD | 1.712 | -3.740 | -46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 29.7M | 54,209% |
| Annual Yield % from dividends | 1.64 | 0.00 | - |
| Returns for 1 year | 5.38 | -8.43 | -64% |
| Returns for 3 years | 18.19 | -13.57 | -134% |
| Returns for 5 years | 84.23 | 19.68 | 428% |
| Returns for 10 years | 58.65 | N/A | - |
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