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SHDIX vs VSCAX
SHDIX vs VSCAX Comparison
Open Charts SHDIX vs VSCAX
American Beacon Shapiro SMID Cap Eq R5
Price$10.16
Change+$0.05 (+0.49%)
VolumeN/A
Net Assets29.37M
Invesco Small Cap Value A
Price$25.30
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets7.33B
SHDIX vs VSCAX Comparison Chart in %
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SHDIX vs. VSCAX commentary
Sep 07, 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 VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.33B vs. SHDIX (29.4M). VSCAX pays higher dividends than SHDIX: VSCAX (0.32) vs SHDIX (0.00). SHDIX was incepted earlier than VSCAX: SHDIX (8 years) vs VSCAX (26 years). SHDIX (1.24) is less costly to investors than VSCAX (1.12). VSCAX is a more actively managed with annual turnover of: 52.00 vs. SHDIX (43.00). VSCAX has a lower initial minimum investment than SHDIX: VSCAX (1000) vs SHDIX (250000). VSCAX annual gain was more profitable for investors over the last year : 12.12 vs. SHDIX (-6.04). VSCAX return over 5 years is better than : 116.87 vs. SHDIX (25.03).
| SHDIX | VSCAX | SHDIX / VSCAX | |
| Total Expense Ratio | 0.90 | 1.12 | 80% |
| Annual Report Gross Expense Ratio | 1.24 | 1.12 | 111% |
| Fund Existence | 8 years | 26 years | - |
| Gain YTD | -2.004 | 7.614 | -26% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.4M | 7.33B | 0% |
| Annual Yield % from dividends | 0.00 | 0.32 | - |
| Returns for 1 year | -6.04 | 12.12 | -50% |
| Returns for 3 years | -3.19 | 46.81 | -7% |
| Returns for 5 years | 25.03 | 116.87 | 21% |
| Returns for 10 years | N/A | 36.89 | - |
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