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SHDIX vs SSGSX
SHDIX vs SSGSX Comparison
Open Charts SHDIX vs SSGSX
American Beacon Shapiro SMID Cap Eq R5
Price$9.83
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets27.53M
Victory Sycamore Small Company Opp A
Price$45.95
Change+$0.15 (+0.33%)
VolumeN/A
Net Assets5.31B
SHDIX vs SSGSX Comparison Chart in %
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SHDIX vs. SSGSX commentary
Oct 18, 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: 5.31B vs. SHDIX (27.5M). SSGSX pays higher dividends than SHDIX: SSGSX (0.48) vs SHDIX (0.00). SHDIX was incepted earlier than SSGSX: SHDIX (8 years) vs SSGSX (27 years). SSGSX (1.26) and SHDIX (1.24) have similar cost to investors . SHDIX is a more actively managed with annual turnover of: 67.00 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 : -8.48 vs. SHDIX (-13.85). SSGSX return over 5 years is better than : 18.06 vs. SHDIX (15.54).
| 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 | 27 years | - |
| Gain YTD | -6.202 | -1.034 | 600% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.5M | 5.31B | 1% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | -13.85 | -8.48 | 163% |
| Returns for 3 years | -7.34 | 1.10 | -669% |
| Returns for 5 years | 15.54 | 18.06 | 86% |
| Returns for 10 years | N/A | 18.76 | - |
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