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SHEAX vs SSGSX
SHEAX vs SSGSX Comparison
Open Charts SHEAX vs SSGSX
American Beacon Shapiro SMID Cap Eq A
Price$9.85
Change+$0.10 (+1.03%)
VolumeN/A
Net Assets28.94M
Victory Sycamore Small Company Opp A
Price$46.75
Change+$0.49 (+1.06%)
VolumeN/A
Net Assets5.51B
SHEAX vs SSGSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.52B vs. SHEAX (28.9M). SSGSX pays higher dividends than SHEAX: SSGSX (0.47) 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: 43.00 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 : -4.89 vs. SHEAX (-9.30).
| 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 | -2.764 | 0.689 | -401% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.9M | 5.52B | 1% |
| Annual Yield % from dividends | 0.00 | 0.47 | - |
| Returns for 1 year | -9.30 | -4.89 | 190% |
| Returns for 3 years | 0.80 | 9.83 | 8% |
| Returns for 5 years | N/A | 31.67 | - |
| Returns for 10 years | N/A | 27.73 | - |
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