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SHDIX vs SSGSX
SHDIX vs SSGSX Comparison
Open Charts SHDIX vs SSGSX
American Beacon Shapiro SMID Cap Eq R5
Price$9.99
Change+$0.03 (+0.30%)
VolumeN/A
Net Assets26.59M
Victory Sycamore Small Company Opp A
Price$47.05
Change+$0.29 (+0.62%)
VolumeN/A
Net Assets5.04B
SHDIX vs SSGSX Comparison Chart in %
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SHDIX vs. SSGSX commentary
Jan 16, 2026
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: 5.04B vs. SHDIX (26.6M). SSGSX pays higher dividends than SHDIX: SSGSX (0.61) vs SHDIX (0.00). SHDIX was incepted earlier than SSGSX: SHDIX (8 years) vs SSGSX (27 years). SHDIX (1.39) is less costly to investors than SSGSX (1.23). SHDIX is a more actively managed with annual turnover of: 67.00 vs. SSGSX (50.00). 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 : 1.49 vs. SHDIX (-3.85). SSGSX return over 5 years is better than : -3.16 vs. SHDIX (-14.88).
| SHDIX | SSGSX | SHDIX / SSGSX | |
| Total Expense Ratio | 0.90 | 1.23 | 73% |
| Annual Report Gross Expense Ratio | 1.39 | 1.23 | 113% |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | 4.827 | 5.281 | 91% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.6M | 5.04B | 1% |
| Annual Yield % from dividends | 0.00 | 0.61 | - |
| Returns for 1 year | -3.85 | 1.49 | -258% |
| Returns for 3 years | -15.34 | -1.36 | 1,126% |
| Returns for 5 years | -14.88 | -3.16 | 471% |
| Returns for 10 years | N/A | 50.55 | - |
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