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SHEAX vs VSCAX
SHEAX vs VSCAX Comparison
Open Charts SHEAX vs VSCAX
American Beacon Shapiro SMID Cap Eq A
Price$9.79
Change+$0.09 (+0.93%)
VolumeN/A
Net Assets29.81M
Invesco Small Cap Value A
Price$24.45
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets7.03B
SHEAX vs VSCAX Comparison Chart in %
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VS
VS
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.03B vs. SHEAX (29.8M). VSCAX pays higher dividends than SHEAX: VSCAX (0.35) vs SHEAX (0.00). SHEAX was incepted earlier than VSCAX: SHEAX (4 years) vs VSCAX (26 years). SHEAX (1.77) is less costly to investors than VSCAX (1.12). VSCAX is a more actively managed with annual turnover of: 52.00 vs. SHEAX (43.00). SHEAX (6%) and VSCAX (6%) have equivalent initial investment costs. VSCAX has a lower initial minimum investment than SHEAX: VSCAX (1000) vs SHEAX (2500). VSCAX annual gain was more profitable for investors over the last year : 5.38 vs. SHEAX (-9.44).
| SHEAX | VSCAX | SHEAX / VSCAX | |
| Total Expense Ratio | 1.26 | 1.12 | 113% |
| Annual Report Gross Expense Ratio | 1.77 | 1.12 | 158% |
| Fund Existence | 4 years | 26 years | - |
| Gain YTD | -3.356 | 3.998 | -84% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8M | 7.03B | 0% |
| Annual Yield % from dividends | 0.00 | 0.35 | - |
| Returns for 1 year | -9.44 | 5.38 | -176% |
| Returns for 3 years | -8.59 | 42.53 | -20% |
| Returns for 5 years | N/A | 124.82 | - |
| Returns for 10 years | N/A | 27.85 | - |
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