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DFSVX vs SHDYX
DFSVX vs SHDYX Comparison
Open Charts DFSVX vs SHDYX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
American Beacon Shapiro SMID Cap Eq Y
Price$9.14
Change-$0.23 (-2.45%)
VolumeN/A
Net Assets28.26M
DFSVX vs SHDYX Comparison Chart
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DFSVX vs. SHDYX commentary
Jun 15, 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 Hold and SHDYX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. SHDYX (28.3M). DFSVX pays higher dividends than SHDYX: DFSVX (1.65) vs SHDYX (0.00). DFSVX was incepted earlier than SHDYX: DFSVX (32 years) vs SHDYX (8 years). SHDYX (1.31) is less costly to investors than DFSVX (0.31). SHDYX is a more actively managed with annual turnover of: 43.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than SHDYX: DFSVX (0) vs SHDYX (100000). DFSVX annual gain was more profitable for investors over the last year : 1.83 vs. SHDYX (-14.98). DFSVX return over 5 years is better than : 86.94 vs. SHDYX (20.31).
| DFSVX | SHDYX | DFSVX / SHDYX | |
| Total Expense Ratio | 0.31 | 0.97 | 32% |
| Annual Report Gross Expense Ratio | 0.31 | 1.31 | 24% |
| Fund Existence | 32 years | 8 years | - |
| Gain YTD | -6.462 | -12.031 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 28.3M | 52,650% |
| Annual Yield % from dividends | 1.65 | 0.00 | - |
| Returns for 1 year | 1.83 | -14.98 | -12% |
| Returns for 3 years | 19.38 | -11.08 | -175% |
| Returns for 5 years | 86.94 | 20.31 | 428% |
| Returns for 10 years | 30.89 | N/A | - |
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