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SHEAX vs SSGSX
SHEAX vs SSGSX Comparison
Open Charts SHEAX vs SSGSX
American Beacon Shapiro SMID Cap Eq A
Price$9.28
Change-$0.10 (-1.07%)
VolumeN/A
Net Assets26.82M
Victory Sycamore Small Company Opp A
Price$45.80
Change-$0.57 (-1.23%)
VolumeN/A
Net Assets5.23B
SHEAX vs SSGSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.23B vs. SHEAX (26.8M). SSGSX pays higher dividends than SHEAX: SSGSX (0.49) vs SHEAX (0.00). SHEAX was incepted earlier than SSGSX: SHEAX (4 years) vs SSGSX (27 years). SHEAX (1.77) is less costly to investors than SSGSX (1.26). SHEAX is a more actively managed with annual turnover of: 67.00 vs. SSGSX (37.00). SHEAX (6%) and SSGSX (6%) have equivalent initial investment costs. SHEAX (2500) and SSGSX (2500) have matching initial minimum investment requirements. SSGSX annual gain was more profitable for investors over the last year : -13.37 vs. SHEAX (-16.77).
| SHEAX | SSGSX | SHEAX / SSGSX | |
| Total Expense Ratio | 1.26 | 1.26 | 100% |
| Annual Report Gross Expense Ratio | 1.77 | 1.26 | 140% |
| Fund Existence | 4 years | 27 years | - |
| Gain YTD | -8.391 | -1.357 | 618% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.8M | 5.23B | 1% |
| Annual Yield % from dividends | 0.00 | 0.49 | - |
| Returns for 1 year | -16.77 | -13.37 | 125% |
| Returns for 3 years | -16.76 | -6.72 | 250% |
| Returns for 5 years | N/A | 7.38 | - |
| Returns for 10 years | N/A | 17.58 | - |
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