Interact to see
Advertisement
Advertisement
SHEAX vs VSCAX
SHEAX vs VSCAX Comparison
Open Charts SHEAX vs VSCAX
American Beacon Shapiro SMID Cap Eq A
Price$9.66
Change+$0.08 (+0.84%)
VolumeN/A
Net Assets26.03M
Invesco Small Cap Value A
Price$27.30
Change+$0.56 (+2.09%)
VolumeN/A
Net Assets8.08B
SHEAX vs VSCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.08B vs. SHEAX (26M). VSCAX pays higher dividends than SHEAX: VSCAX (0.31) 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 : 1.86 vs. SHEAX (-14.81).
| 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 | -4.640 | 16.121 | -29% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26M | 8.08B | 0% |
| Annual Yield % from dividends | 0.00 | 0.31 | - |
| Returns for 1 year | -14.81 | 1.86 | -795% |
| Returns for 3 years | -16.34 | 39.04 | -42% |
| Returns for 5 years | N/A | 78.31 | - |
| Returns for 10 years | N/A | 45.54 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BAUUX | 30.24 | 0.35 | +1.17% |
| Brown Advisory Small-Cap Fdmtl Val Instl | |||
| PHLOX | 12.28 | 0.08 | +0.66% |
| Philotimo Focused Growth and Income | |||
| CFIHX | 80.91 | 0.40 | +0.50% |
| American Funds Capital Income Bldr F3 | |||
| PRLAX | 24.06 | 0.09 | +0.38% |
| T. Rowe Price Latin America | |||
| OGMYX | 55.82 | -0.25 | -0.45% |
| Invesco Gold & Special Minerals Y | |||