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DODGX vs SHXIX
DODGX vs SHXIX Comparison
Open Charts DODGX vs SHXIX
American Beacon Shapiro Equity Opps R5
Price$16.01
Change+$0.19 (+1.20%)
VolumeN/A
Net Assets68.91M
DODGX vs SHXIX Comparison Chart in %
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DODGX vs. SHXIX commentary
Sep 09, 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 DODGX is a Buy and SHXIX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. SHXIX (68.9M). DODGX pays higher dividends than SHXIX: DODGX (1.34) vs SHXIX (0.66). DODGX was incepted earlier than SHXIX: DODGX (61 years) vs SHXIX (8 years). SHXIX (0.87) is less costly to investors than DODGX (0.51). SHXIX is a more actively managed with annual turnover of: 59.00 vs. DODGX (15.00). DODGX has a lower initial minimum investment than SHXIX: DODGX (2500) vs SHXIX (250000). SHXIX annual gain was more profitable for investors over the last year : 12.19 vs. DODGX (5.19). DODGX return over 5 years is better than : 69.07 vs. SHXIX (47.89).
| DODGX | SHXIX | DODGX / SHXIX | |
| Total Expense Ratio | 0.51 | 0.80 | 64% |
| Annual Report Gross Expense Ratio | 0.51 | 0.87 | 59% |
| Fund Existence | 61 years | 8 years | - |
| Gain YTD | 8.992 | 14.685 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 68.9M | 168,360% |
| Annual Yield % from dividends | 1.34 | 0.66 | 202% |
| Returns for 1 year | 5.19 | 12.19 | 43% |
| Returns for 3 years | 33.89 | 24.28 | 140% |
| Returns for 5 years | 69.07 | 47.89 | 144% |
| Returns for 10 years | 76.03 | N/A | - |
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