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SHDIX vs VSCAX
SHDIX vs VSCAX Comparison
Open Charts SHDIX vs VSCAX
American Beacon Shapiro SMID Cap Eq R5
Price$9.99
Change+$0.03 (+0.30%)
VolumeN/A
Net Assets26.59M
Invesco Small Cap Value A
Price$27.14
Change+$0.16 (+0.59%)
VolumeN/A
Net Assets8.84B
SHDIX vs VSCAX Comparison Chart in %
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SHDIX vs. VSCAX commentary
Jan 16, 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 Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.84B vs. SHDIX (26.6M). VSCAX pays higher dividends than SHDIX: VSCAX (0.25) 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 : 13.42 vs. SHDIX (-3.85). VSCAX return over 5 years is better than : 60.33 vs. SHDIX (-14.88).
| 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 | 4.827 | 7.230 | 67% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.6M | 8.84B | 0% |
| Annual Yield % from dividends | 0.00 | 0.25 | - |
| Returns for 1 year | -3.85 | 13.42 | -29% |
| Returns for 3 years | -15.34 | 49.33 | -31% |
| Returns for 5 years | -14.88 | 60.33 | -25% |
| Returns for 10 years | N/A | 99.03 | - |
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