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DFSVX vs SHDRX
DFSVX vs SHDRX Comparison
Open Charts DFSVX vs SHDRX
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.85B
American Beacon Shapiro SMID Cap Eq R6
Price$10.15
Change+$0.04 (+0.40%)
VolumeN/A
Net Assets29.69M
DFSVX vs SHDRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. SHDRX (29.7M). DFSVX pays higher dividends than SHDRX: DFSVX (1.52) vs SHDRX (0.00). DFSVX was incepted earlier than SHDRX: DFSVX (33 years) vs SHDRX (4 years). SHDRX (1.21) is less costly to investors than DFSVX (0.31). SHDRX is a more actively managed with annual turnover of: 43.00 vs. DFSVX (12.00). DFSVX (0) and SHDRX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 11.40 vs. SHDRX (-6.04).
| DFSVX | SHDRX | DFSVX / SHDRX | |
| Total Expense Ratio | 0.31 | 0.90 | 34% |
| Annual Report Gross Expense Ratio | 0.31 | 1.21 | 26% |
| Fund Existence | 33 years | 4 years | - |
| Gain YTD | 6.765 | -2.004 | -338% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| 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 | 11.40 | -6.04 | -189% |
| Returns for 3 years | 35.36 | -3.10 | -1,140% |
| Returns for 5 years | 94.21 | N/A | - |
| Returns for 10 years | 64.86 | N/A | - |
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