DFSVX
Price
$48.60
Change
+$0.25 (+0.52%)
Updated
Jul 3 closing price
Net Assets
16.1B
SHDYX
Price
$9.99
Change
+$0.05 (+0.50%)
Updated
Jul 3 closing price
Net Assets
30.17M
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DFSVX vs SHDYX

Header iconDFSVX vs SHDYX Comparison
Open Charts DFSVX vs SHDYXBanner chart's image
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 Y
Price$9.99
Change+$0.05 (+0.50%)
VolumeN/A
Net Assets30.17M
DFSVX vs SHDYX Comparison Chart in %
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DFSVX vs. SHDYX 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 SHDYX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. SHDYX (30.2M). DFSVX pays higher dividends than SHDYX: DFSVX (1.67) 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 : 9.45 vs. SHDYX (-6.81). DFSVX return over 5 years is better than : 105.30 vs. SHDYX (35.68).
DFSVXSHDYXDFSVX / SHDYX
Total Expense Ratio0.310.9732%
Annual Report Gross Expense Ratio0.311.3124%
Fund Existence32 years8 years-
Gain YTD1.067-3.850-28%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.1B30.2M53,311%
Annual Yield % from dividends1.670.00-
Returns for 1 year9.45-6.81-139%
Returns for 3 years32.84-3.47-946%
Returns for 5 years105.3035.68295%
Returns for 10 years45.10N/A-
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