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SHEAX vs VSCAX
SHEAX vs VSCAX Comparison
Open Charts SHEAX vs VSCAX
American Beacon Shapiro SMID Cap Eq A
Price$8.99
Change-$0.58 (-6.06%)
VolumeN/A
Net Assets24.26M
Invesco Small Cap Value A
Price$28.51
Change+$2.43 (+9.32%)
VolumeN/A
Net Assets9.42B
SHEAX vs VSCAX Comparison Chart in %
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VS
VS
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 9.42B vs. SHEAX (24.3M). VSCAX pays higher dividends than SHEAX: VSCAX (0.23) vs SHEAX (0.00). SHEAX was incepted earlier than VSCAX: SHEAX (4 years) vs VSCAX (27 years). SHEAX (1.88) 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 : 18.26 vs. SHEAX (-10.01).
| SHEAX | VSCAX | SHEAX / VSCAX | |
| Total Expense Ratio | 1.26 | 1.10 | 115% |
| Annual Report Gross Expense Ratio | 1.88 | 1.10 | 171% |
| Fund Existence | 4 years | 27 years | - |
| Gain YTD | -1.749 | 12.643 | -14% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3M | 9.42B | 0% |
| Annual Yield % from dividends | 0.00 | 0.23 | - |
| Returns for 1 year | -10.01 | 18.26 | -55% |
| Returns for 3 years | -25.70 | 51.27 | -50% |
| Returns for 5 years | N/A | 68.92 | - |
| Returns for 10 years | N/A | 108.32 | - |
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