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DFSVX vs SHDPX
DFSVX vs SHDPX Comparison
Open Charts DFSVX vs SHDPX
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 I
Price$9.76
Change+$0.05 (+0.51%)
VolumeN/A
Net Assets30.17M
DFSVX vs SHDPX Comparison Chart in %
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DFSVX vs. SHDPX commentary
Jul 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. SHDPX (30.2M). 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 : 9.45 vs. SHDPX (-7.14). DFSVX return over 5 years is better than : 105.30 vs. SHDPX (33.66).
| 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 | 1.067 | -3.937 | -27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| 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 | -7.14 | -132% |
| Returns for 3 years | 32.84 | -4.40 | -746% |
| Returns for 5 years | 105.30 | 33.66 | 313% |
| Returns for 10 years | 45.10 | N/A | - |
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