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SHEAX vs VSCAX
SHEAX vs VSCAX Comparison
Open Charts SHEAX vs VSCAX
American Beacon Shapiro SMID Cap Eq A
Price$9.28
Change-$0.10 (-1.07%)
VolumeN/A
Net Assets26.82M
Invesco Small Cap Value A
Price$25.68
Change-$0.60 (-2.28%)
VolumeN/A
Net Assets7.75B
SHEAX vs VSCAX Comparison Chart in %
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VS
VS
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.75B vs. SHEAX (26.8M). VSCAX pays higher dividends than SHEAX: VSCAX (0.32) 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 (1.10). SHEAX is a more actively managed with annual turnover of: 67.00 vs. VSCAX (52.00). 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 : -0.35 vs. SHEAX (-16.32).
| SHEAX | VSCAX | SHEAX / VSCAX | |
| Total Expense Ratio | 1.26 | 1.10 | 115% |
| Annual Report Gross Expense Ratio | 1.77 | 1.10 | 161% |
| Fund Existence | 4 years | 26 years | - |
| Gain YTD | -7.404 | 11.782 | -63% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.8M | 7.75B | 0% |
| Annual Yield % from dividends | 0.00 | 0.32 | - |
| Returns for 1 year | -16.32 | -0.35 | 4,670% |
| Returns for 3 years | -17.19 | 36.18 | -48% |
| Returns for 5 years | N/A | 90.72 | - |
| Returns for 10 years | N/A | 46.42 | - |
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