Interact to see
Advertisement
Advertisement
DFSVX vs SHDPX
DFSVX vs SHDPX Comparison
Open Charts DFSVX vs SHDPX
DFA US Small Cap Value I
Price$51.24
Change-$0.10 (-0.19%)
VolumeN/A
Net Assets16.79B
American Beacon Shapiro SMID Cap Eq I
Price$10.00
Change+$0.17 (+1.73%)
VolumeN/A
Net Assets29.69M
DFSVX vs SHDPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. SHDPX commentary
Sep 09, 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.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. SHDPX (29.7M). DFSVX pays higher dividends than SHDPX: DFSVX (1.52) vs SHDPX (0.00). DFSVX was incepted earlier than SHDPX: DFSVX (33 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 : 13.14 vs. SHDPX (-6.49). DFSVX return over 5 years is better than : 97.58 vs. SHDPX (22.66).
| DFSVX | SHDPX | DFSVX / SHDPX | |
| Total Expense Ratio | 0.31 | 1.18 | 26% |
| Annual Report Gross Expense Ratio | 0.31 | 1.54 | 20% |
| Fund Existence | 33 years | 8 years | - |
| Gain YTD | 6.557 | -2.165 | -303% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 29.7M | 56,566% |
| Annual Yield % from dividends | 1.52 | 0.00 | - |
| Returns for 1 year | 13.14 | -6.49 | -202% |
| Returns for 3 years | 30.06 | -4.32 | -696% |
| Returns for 5 years | 97.58 | 22.66 | 431% |
| Returns for 10 years | 66.51 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement