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SHDIX vs VSIIX
SHDIX vs VSIIX Comparison
Open Charts SHDIX vs VSIIX
American Beacon Shapiro SMID Cap Eq R5
Price$9.23
Change-$0.23 (-2.43%)
VolumeN/A
Net Assets28.26M
Vanguard Small Cap Value Index I
Price$45.48
Change-$0.74 (-1.60%)
VolumeN/A
Net Assets54.02B
SHDIX vs VSIIX Comparison Chart
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SHDIX vs. VSIIX commentary
Jun 15, 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 VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. SHDIX (28.3M). VSIIX pays higher dividends than SHDIX: VSIIX (2.24) vs SHDIX (0.00). SHDIX was incepted earlier than VSIIX: SHDIX (8 years) vs VSIIX (26 years). SHDIX (1.24) is less costly to investors than VSIIX (0.06). SHDIX is a more actively managed with annual turnover of: 43.00 vs. VSIIX (16.00). SHDIX has a lower initial minimum investment than VSIIX: SHDIX (250000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 3.81 vs. SHDIX (-14.77). VSIIX return over 5 years is better than : 80.64 vs. SHDIX (21.17).
| SHDIX | VSIIX | SHDIX / VSIIX | |
| Total Expense Ratio | 0.90 | 0.06 | 1,500% |
| Annual Report Gross Expense Ratio | 1.24 | 0.06 | 2,067% |
| Fund Existence | 8 years | 26 years | - |
| Gain YTD | -11.927 | -4.316 | 276% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.3M | 54B | 0% |
| Annual Yield % from dividends | 0.00 | 2.24 | - |
| Returns for 1 year | -14.77 | 3.81 | -388% |
| Returns for 3 years | -10.73 | 26.18 | -41% |
| Returns for 5 years | 21.17 | 80.64 | 26% |
| Returns for 10 years | N/A | 80.51 | - |
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