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SHDIX vs SSGSX
SHDIX vs SSGSX Comparison
Open Charts SHDIX vs SSGSX
American Beacon Shapiro SMID Cap Eq R5
Price$10.08
Change+$0.05 (+0.50%)
VolumeN/A
Net Assets30.17M
Victory Sycamore Small Company Opp A
Price$45.47
Change+$0.28 (+0.62%)
VolumeN/A
Net Assets5.82B
SHDIX vs SSGSX Comparison Chart in %
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SHDIX vs. SSGSX commentary
Jul 08, 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 SHDIX is a StrongBuy and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.82B vs. SHDIX (30.2M). SSGSX pays higher dividends than SHDIX: SSGSX (0.51) vs SHDIX (0.00). SHDIX was incepted earlier than SSGSX: SHDIX (8 years) vs SSGSX (26 years). SSGSX (1.26) and SHDIX (1.24) have similar cost to investors . SHDIX is a more actively managed with annual turnover of: 43.00 vs. SSGSX (37.00). SSGSX has a lower initial minimum investment than SHDIX: SSGSX (2500) vs SHDIX (250000). SSGSX annual gain was more profitable for investors over the last year : -1.26 vs. SHDIX (-6.75). SHDIX return over 5 years is better than : 36.35 vs. SSGSX (29.33).
| SHDIX | SSGSX | SHDIX / SSGSX | |
| Total Expense Ratio | 0.90 | 1.26 | 71% |
| Annual Report Gross Expense Ratio | 1.24 | 1.26 | 98% |
| Fund Existence | 8 years | 26 years | - |
| Gain YTD | -3.817 | -2.068 | 185% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.2M | 5.82B | 1% |
| Annual Yield % from dividends | 0.00 | 0.51 | - |
| Returns for 1 year | -6.75 | -1.26 | 535% |
| Returns for 3 years | -3.26 | 2.38 | -137% |
| Returns for 5 years | 36.35 | 29.33 | 124% |
| Returns for 10 years | N/A | 16.52 | - |
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