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SHDIX vs VSCAX
SHDIX vs VSCAX Comparison
Open Charts SHDIX vs VSCAX
American Beacon Shapiro SMID Cap Eq R5
Price$9.63
Change-$0.11 (-1.13%)
VolumeN/A
Net Assets26.82M
Invesco Small Cap Value A
Price$25.68
Change-$0.60 (-2.28%)
VolumeN/A
Net Assets7.75B
SHDIX vs VSCAX Comparison Chart in %
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SHDIX vs. VSCAX commentary
Nov 14, 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: 7.75B vs. SHDIX (26.8M). 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 : -0.35 vs. SHDIX (-15.82). VSCAX return over 5 years is better than : 90.72 vs. SHDIX (6.41).
| 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 | -7.061 | 11.782 | -60% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.8M | 7.75B | 0% |
| Annual Yield % from dividends | 0.00 | 0.32 | - |
| Returns for 1 year | -15.82 | -0.35 | 4,525% |
| Returns for 3 years | -15.93 | 36.18 | -44% |
| Returns for 5 years | 6.41 | 90.72 | 7% |
| Returns for 10 years | N/A | 46.42 | - |
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