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SHDIX vs VSCAX
SHDIX vs VSCAX Comparison
Open Charts SHDIX vs VSCAX
American Beacon Shapiro SMID Cap Eq R5
Price$9.83
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets27.53M
Invesco Small Cap Value A
Price$25.61
Change-$0.16 (-0.62%)
VolumeN/A
Net Assets7.55B
SHDIX vs VSCAX Comparison Chart in %
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SHDIX vs. VSCAX 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 VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.55B vs. SHDIX (27.5M). 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 (1.10). SHDIX is a more actively managed with annual turnover of: 67.00 vs. VSCAX (52.00). 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 : 2.33 vs. SHDIX (-13.85). VSCAX return over 5 years is better than : 106.26 vs. SHDIX (15.54).
| SHDIX | VSCAX | SHDIX / VSCAX | |
| Total Expense Ratio | 0.90 | 1.10 | 82% |
| Annual Report Gross Expense Ratio | 1.24 | 1.10 | 113% |
| Fund Existence | 8 years | 26 years | - |
| Gain YTD | -6.202 | 8.932 | -69% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.5M | 7.55B | 0% |
| Annual Yield % from dividends | 0.00 | 0.32 | - |
| Returns for 1 year | -13.85 | 2.33 | -594% |
| Returns for 3 years | -7.34 | 49.64 | -15% |
| Returns for 5 years | 15.54 | 106.26 | 15% |
| Returns for 10 years | N/A | 39.02 | - |
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