SHDPX Alternatives & Similar Mutual Funds

American Beacon Shapiro SMID Cap Equity Fund (SHDPX) belongs to the Small Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SHDPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to SHDPX

SHDPX charges 2.31% annually. There are 126 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.

Symbol	Name	Expense Ratio	AUM	Inception
FISVX	Fidelity Small Cap Value Index Fund	0.05%	—	Jul 2019	SHDPX vs FISVX
VSIIX	Vanguard Small-Cap Value Index Fund Institutional ...	0.06%	—	Dec 1999	SHDPX vs VSIIX
VSIAX	Vanguard Small-Cap Value Index Fund Admiral Shares	0.07%	65.50B	Sep 2011	SHDPX vs VSIAX
VRTVX	Vanguard Russell 2000 Value Index Fund Institution...	0.08%	—	Jul 2012	SHDPX vs VRTVX
VSMVX	Vanguard S&P Small-Cap 600 Value Index Fund Instit...	0.08%	—	Nov 2014	SHDPX vs VSMVX

Best Risk-Adjusted Alternatives to SHDPX

Among 127 mutual funds in the Small Cap Value Equities category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 92.

Symbol	Name	Risk / Return Rank	AUM	Inception
AVALX	Aegis Value Fund	92	—	May 1998	SHDPX vs AVALX
MMEYX	Victory Integrity Discovery Fund	92	—	Dec 1996	SHDPX vs MMEYX
TSLTX	Transamerica Small Cap Value	91	—	Jan 2003	SHDPX vs TSLTX
TASCX	Third Avenue Small Cap Value Fund	91	—	Apr 1997	SHDPX vs TASCX
ICISX	VY Columbia Small Cap Value II Portfolio	90	—	Apr 2006	SHDPX vs ICISX

Top Performing SHDPX Alternatives (YTD)

Among 127 mutual funds in the Small Cap Value Equities category with YTD return data, the top-performing alternatives shown here go as high as 34.94%.

Symbol	Name	YTD Return	AUM	Inception
MMEYX	Victory Integrity Discovery Fund	34.94%	—	Dec 1996	SHDPX vs MMEYX
RYPNX	Royce Opportunity Fund	29.70%	—	Nov 1996	SHDPX vs RYPNX
FESCX	First Eagle Small Cap Opportunity Fund	27.73%	—	Apr 2021	SHDPX vs FESCX
SCYVX	AB Small Cap Value Portfolio	27.16%	—	Dec 2014	SHDPX vs SCYVX
AVFIX	American Beacon Small Cap Value Fund	26.72%	—	Dec 1998	SHDPX vs AVFIX

Lowest Volatility Alternatives to SHDPX

SHDPX has 0.66% 1-year volatility. No mutual funds in the Small Cap Value Equities category have lower 1-year volatility; the lowest-volatility alternatives shown here go as low as 4.32%.

Symbol	Name	Volatility 1Y	AUM	Inception
PVCMX	Palm Valley Capital Fund Investor Class	4.32%	—	Apr 2019	SHDPX vs PVCMX
TASCX	Third Avenue Small Cap Value Fund	14.18%	—	Apr 1997	SHDPX vs TASCX
VESMX	VELA Small Cap Fund	14.26%	—	Sep 2020	SHDPX vs VESMX
RYSEX	Royce Special Equity Fund	14.28%	—	May 1998	SHDPX vs RYSEX
ARSMX	AMG River Road Small-Mid Cap Value Fund	14.41%	—	Mar 2007	SHDPX vs ARSMX

Lowest Drawdown Alternatives to SHDPX

Among 127 mutual funds in the Small Cap Value Equities category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -2.81%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
PVCMX	Palm Valley Capital Fund Investor Class	-2.81%	—	Apr 2019	SHDPX vs PVCMX
TASCX	Third Avenue Small Cap Value Fund	-6.29%	—	Apr 1997	SHDPX vs TASCX
PMJIX	PIMCO RAE US Small Fund	-7.62%	—	Jun 2015	SHDPX vs PMJIX
PMJAX	PIMCO RAE US Small Fund Class A	-7.66%	—	Jun 2015	SHDPX vs PMJAX
TSLTX	Transamerica Small Cap Value	-7.73%	—	Jan 2003	SHDPX vs TSLTX

Other Mutual Funds from American Beacon

The 10 most viewed American Beacon mutual funds shown here include AGEPX, AHTPX, AADEX and span 8 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
AGEPX	American Beacon Frontier Markets Income Fund	Emerging Markets Bonds	99	7.96%	—	Feb 2014	SHDPX vs AGEPX
AHTPX	American Beacon AHL TargetRisk Fund	Tactical Allocation	68	7.49%	—	Dec 2018	SHDPX vs AHTPX
AADEX	American Beacon Large Cap Value Fund	Large Cap Value Equities	56	9.13%	—	Jul 1987	SHDPX vs AADEX
TIVFX	American Beacon Tocqueville International Value Fu...	Foreign Large Cap Equities	82	28.25%	—	Aug 1994	SHDPX vs TIVFX
ADNPX	American Beacon ARK Transformational Innovation Fu...	Mid Cap Growth Equities	7	5.29%	—	Jan 2017	SHDPX vs ADNPX
AADBX	American Beacon Balanced Fund	Diversified Portfolio	53	5.19%	—	Jul 1987	SHDPX vs AADBX
AHLPX	American Beacon AHL Managed Futures Strategy Fund	Systematic Trend	89	10.94%	—	Aug 2014	SHDPX vs AHLPX
AAIEX	American Beacon International Equity Fund	Foreign Large Cap Equities	41	9.80%	—	Aug 1991	SHDPX vs AAIEX
AGEYX	American Beacon Developing World Income Fund Class...	Emerging Markets Bonds	99	8.07%	—	Feb 2014	SHDPX vs AGEYX
SHYPX	American Beacon SiM High Yld Opps Fund	High Yield Bonds	97	2.40%	—	Feb 2011	SHDPX vs SHYPX

Often Compared With SHDPX

Investors most often compare SHDPX with NSDVX, SSCVX, SMVSX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
NSDVX	North Star Dividend Fund	Small Cap Value Equities	55	22.46%	—	May 2013	SHDPX vs NSDVX
SSCVX	Columbia Select Small Cap Value Fund	Small Cap Value Equities	84	26.20%	—	Apr 1997	SHDPX vs SSCVX
SMVSX	Invesco Small Cap Value Fund Class R6	Small Cap Value Equities	82	26.55%	—	Feb 2017	SHDPX vs SMVSX
BRSIX	Bridgeway Ultra Small Company Market Fund	Small Cap Value Equities	76	18.03%	—	Jul 1997	SHDPX vs BRSIX
HRTVX	Heartland Value Fund	Small Cap Value Equities	88	24.57%	—	Dec 1984	SHDPX vs HRTVX
GCAVX	GMO U.S. Small Cap Value Fund	Small Cap Value Equities	82	19.43%	—	Jul 2019	SHDPX vs GCAVX
HSMYX	Hartford Small Cap Value Fund	Small Cap Value Equities	61	22.61%	—	Dec 2004	SHDPX vs HSMYX
VSCAX	Invesco Small Cap Value Fund	Small Cap Value Equities	81	26.27%	—	Jun 1999	SHDPX vs VSCAX
TVOAX	Touchstone Small Cap Value Fund	Small Cap Value Equities	81	18.57%	—	Mar 2002	SHDPX vs TVOAX
WSCVX	Walthausen Small Cap Value Fund	Small Cap Value Equities	88	25.12%	—	Feb 2008	SHDPX vs WSCVX
AMAEX	American Century Small Cap Dividend Fund	Small Cap Value Equities	50	24.45%	—	Apr 2022	SHDPX vs AMAEX
BSCMX	Brandes Small Cap Value Fund	Small Cap Value Equities	90	22.62%	—	Jan 2018	SHDPX vs BSCMX
ADKSX	Adirondack Small Cap Fund	Small Cap Value Equities	86	17.71%	—	Apr 2005	SHDPX vs ADKSX
HUSIX	Huber Small Cap Value Fund	Small Cap Value Equities	55	18.98%	—	Jun 2007	SHDPX vs HUSIX
NDVIX	MFS New Discovery Value Fund	Small Cap Value Equities	30	13.50%	—	May 2011	SHDPX vs NDVIX
NWHFX	Nationwide Bailard Cognitive Value Fund	Small Cap Value Equities	87	23.30%	—	May 2001	SHDPX vs NWHFX
PPVIX	Principal SmallCap Value Fund II	Small Cap Value Equities	52	16.10%	—	Jun 2004	SHDPX vs PPVIX
SNWIX	Easterly Snow Capital Small Cap Value Fund	Small Cap Value Equities	70	15.81%	—	Nov 2010	SHDPX vs SNWIX
PRVIX	T. Rowe Price Small-Cap Value Fund Class I	Small Cap Value Equities	82	21.06%	—	Aug 2015	SHDPX vs PRVIX
DFSVX	DFA U.S. Small Cap Value Portfolio I	Small Cap Value Equities	77	19.91%	18.78B	Mar 1993	SHDPX vs DFSVX

Compare SHDPX with Any Fund or Stock

Compare SHDPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

Pair SHDPX with funds that move differently

American Beacon Shapiro SMID Cap Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SHDPX.

Explore SHDPX Diversifiers

American Beacon Shapiro SMID Cap Equity Fund (SHDPX) Alternatives