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SHDIX vs SSGSX
SHDIX vs SSGSX Comparison
Open Charts SHDIX vs SSGSX
American Beacon Shapiro SMID Cap Eq R5
Price$9.23
Change-$0.23 (-2.43%)
VolumeN/A
Net Assets28.26M
Victory Sycamore Small Company Opp A
Price$42.53
Change-$0.78 (-1.80%)
VolumeN/A
Net Assets5.52B
SHDIX vs SSGSX Comparison Chart
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SHDIX vs. SSGSX commentary
Jun 15, 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 Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.52B vs. SHDIX (28.3M). SSGSX pays higher dividends than SHDIX: SSGSX (0.52) 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 : -8.36 vs. SHDIX (-14.77). SSGSX (21.72) and SHDIX (21.17) have equivalent 5 years return.
| 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 | -11.927 | -8.400 | 142% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.3M | 5.52B | 1% |
| Annual Yield % from dividends | 0.00 | 0.52 | - |
| Returns for 1 year | -14.77 | -8.36 | 177% |
| Returns for 3 years | -10.73 | -3.90 | 275% |
| Returns for 5 years | 21.17 | 21.72 | 97% |
| Returns for 10 years | N/A | 7.10 | - |
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