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DFSVX vs SHEAX
DFSVX vs SHEAX Comparison
Open Charts DFSVX vs SHEAX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
American Beacon Shapiro SMID Cap Eq A
Price$9.79
Change+$0.09 (+0.93%)
VolumeN/A
Net Assets29.81M
DFSVX vs SHEAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. SHEAX (29.8M). DFSVX pays higher dividends than SHEAX: DFSVX (1.67) 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 : 0.60 vs. SHEAX (-9.44).
| 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 | 0.901 | -3.356 | -27% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 29.8M | 53,691% |
| Annual Yield % from dividends | 1.67 | 0.00 | - |
| Returns for 1 year | 0.60 | -9.44 | -6% |
| Returns for 3 years | 27.09 | -8.59 | -316% |
| Returns for 5 years | 94.25 | N/A | - |
| Returns for 10 years | 50.73 | N/A | - |
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