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SHDPX vs VSCAX
SHDPX vs VSCAX Comparison
Open Charts SHDPX vs VSCAX
American Beacon Shapiro SMID Cap Eq I
Price$9.10
Change+$0.21 (+2.36%)
VolumeN/A
Net Assets24.39M
Invesco Small Cap Value A
Price$29.38
Change+$1.19 (+4.22%)
VolumeN/A
Net Assets9.77B
SHDPX vs VSCAX Comparison Chart in %
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SHDPX vs. VSCAX commentary
Feb 09, 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 SHDPX is a StrongBuy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 9.77B vs. SHDPX (24.4M). VSCAX pays higher dividends than SHDPX: VSCAX (0.23) vs SHDPX (0.00). SHDPX was incepted earlier than VSCAX: SHDPX (8 years) vs VSCAX (27 years). SHDPX (1.73) is less costly to investors than VSCAX (1.10). SHDPX is a more actively managed with annual turnover of: 67.00 vs. VSCAX (52.00). VSCAX has a lower initial minimum investment than SHDPX: VSCAX (1000) vs SHDPX (2500). VSCAX annual gain was more profitable for investors over the last year : 18.63 vs. SHDPX (-10.70). VSCAX return over 5 years is better than : 72.56 vs. SHDPX (-23.77).
| SHDPX | VSCAX | SHDPX / VSCAX | |
| Total Expense Ratio | 1.18 | 1.10 | 107% |
| Annual Report Gross Expense Ratio | 1.73 | 1.10 | 157% |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | -0.979 | 16.081 | -6% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4M | 9.77B | 0% |
| Annual Yield % from dividends | 0.00 | 0.23 | - |
| Returns for 1 year | -10.70 | 18.63 | -57% |
| Returns for 3 years | -23.78 | 55.48 | -43% |
| Returns for 5 years | -23.77 | 72.56 | -33% |
| Returns for 10 years | N/A | 119.26 | - |
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