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SHDIX vs VSCAX
SHDIX vs VSCAX Comparison
Open Charts SHDIX vs VSCAX
American Beacon Shapiro SMID Cap Eq R5
Price$9.36
Change-$0.57 (-5.74%)
VolumeN/A
Net Assets24.26M
Invesco Small Cap Value A
Price$28.51
Change+$2.43 (+9.32%)
VolumeN/A
Net Assets9.42B
SHDIX vs VSCAX Comparison Chart in %
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SHDIX vs. VSCAX commentary
Feb 05, 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 StrongBuy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 9.42B vs. SHDIX (24.3M). VSCAX pays higher dividends than SHDIX: VSCAX (0.23) vs SHDIX (0.00). SHDIX was incepted earlier than VSCAX: SHDIX (8 years) vs VSCAX (27 years). SHDIX (1.39) 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 : 18.26 vs. SHDIX (-9.48). VSCAX return over 5 years is better than : 68.92 vs. SHDIX (-21.94).
| SHDIX | VSCAX | SHDIX / VSCAX | |
| Total Expense Ratio | 0.90 | 1.10 | 82% |
| Annual Report Gross Expense Ratio | 1.39 | 1.10 | 126% |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | -1.784 | 12.643 | -14% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3M | 9.42B | 0% |
| Annual Yield % from dividends | 0.00 | 0.23 | - |
| Returns for 1 year | -9.48 | 18.26 | -52% |
| Returns for 3 years | -24.45 | 51.27 | -48% |
| Returns for 5 years | -21.94 | 68.92 | -32% |
| Returns for 10 years | N/A | 108.32 | - |
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