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DFSVX vs SHEAX
DFSVX vs SHEAX Comparison
Open Charts DFSVX vs SHEAX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets15.16B
American Beacon Shapiro SMID Cap Eq A
Price$8.90
Change-$0.23 (-2.52%)
VolumeN/A
Net Assets29.01M
DFSVX vs SHEAX Comparison Chart
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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.2B vs. SHEAX (29M). DFSVX pays higher dividends than SHEAX: DFSVX (1.65) vs SHEAX (0.00). DFSVX was incepted earlier than SHEAX: DFSVX (32 years) vs SHEAX (4 years). SHEAX (1.77) is less costly to investors than DFSVX (0.31). SHEAX is a more actively managed with annual turnover of: 43.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than SHEAX: DFSVX (0) vs SHEAX (2500). DFSVX annual gain was more profitable for investors over the last year : 1.83 vs. SHEAX (-15.32).
| DFSVX | SHEAX | DFSVX / SHEAX | |
| Total Expense Ratio | 0.31 | 1.26 | 25% |
| Annual Report Gross Expense Ratio | 0.31 | 1.77 | 18% |
| Fund Existence | 32 years | 4 years | - |
| Gain YTD | -6.462 | -12.142 | 53% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2B | 29M | 52,414% |
| Annual Yield % from dividends | 1.65 | 0.00 | - |
| Returns for 1 year | 1.83 | -15.32 | -12% |
| Returns for 3 years | 19.38 | -12.07 | -161% |
| Returns for 5 years | 86.94 | N/A | - |
| Returns for 10 years | 30.89 | N/A | - |
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