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 | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | SHDPX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | SHDPX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | SHDPX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | SHDPX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | SHDPX vs VRTVX |
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 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Transamerica Small Cap Value | 90 | — | Jan 2003 | SHDPX vs TSLTX | |
| Victory Integrity Discovery Fund | 90 | — | Dec 1996 | SHDPX vs MMEYX | |
| Walthausen Small Cap Value Fund | 90 | — | Feb 2008 | SHDPX vs WSCVX | |
| Aegis Value Fund | 88 | — | May 1998 | SHDPX vs AVALX | |
| Goldman Sachs Small Cap Value Insights Fund Invest... | 87 | — | Nov 2007 | SHDPX vs GTTTX |
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 31.89%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 31.89% | — | Dec 1996 | SHDPX vs MMEYX | |
| Royce Opportunity Fund | 29.57% | — | Nov 1996 | SHDPX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 28.94% | — | Apr 2021 | SHDPX vs FESCX | |
| Invesco Small Cap Value Fund | 28.92% | — | Jun 1999 | SHDPX vs VSCAX | |
| Walthausen Small Cap Value Fund | 26.78% | — | Feb 2008 | SHDPX vs WSCVX |
Lowest Volatility Alternatives to SHDPX
SHDPX has 0.60% 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 4.23%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.23% | — | Apr 2019 | SHDPX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.31% | — | Apr 1997 | SHDPX vs TASCX | |
| VELA Small Cap Fund | 14.36% | — | Sep 2020 | SHDPX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.44% | — | Mar 2007 | SHDPX vs ARSMX | |
| Royce Special Equity Fund | 14.57% | — | May 1998 | SHDPX vs RYSEX |
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 | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | SHDPX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | SHDPX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | SHDPX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | SHDPX vs PMJAX | |
| 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, AVFIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| American Beacon Frontier Markets Income Fund | Emerging Markets Bonds | 98 | 7.31% | — | Feb 2014 | SHDPX vs AGEPX | |
| American Beacon AHL TargetRisk Fund | Tactical Allocation | 57 | 7.40% | — | Dec 2018 | SHDPX vs AHTPX | |
| American Beacon Small Cap Value Fund | Small Cap Value Equities | 69 | 24.11% | — | Dec 1998 | SHDPX vs AVFIX | |
| American Beacon Large Cap Value Fund | Large Cap Value Equities | 42 | 7.09% | — | Jul 1987 | SHDPX vs AADEX | |
| American Beacon ARK Transformational Innovation Fu... | Mid Cap Growth Equities | 6 | 1.16% | — | Jan 2017 | SHDPX vs ADNPX | |
| American Beacon Balanced Fund | Diversified Portfolio | 42 | 4.43% | — | Jul 1987 | SHDPX vs AADBX | |
| American Beacon AHL Managed Futures Strategy Fund | Systematic Trend | 88 | 11.05% | — | Aug 2014 | SHDPX vs AHLPX | |
| American Beacon Tocqueville International Value Fu... | Foreign Large Cap Equities | 90 | 33.96% | — | Aug 1994 | SHDPX vs TIVFX | |
| American Beacon SiM High Yld Opps Fund | High Yield Bonds | 96 | 1.80% | — | Feb 2011 | SHDPX vs SHYPX | |
| American Beacon International Equity Fund | Foreign Large Cap Equities | 30 | 6.17% | — | Aug 1991 | SHDPX vs AAIEX |
Often Compared With SHDPX
Investors most often compare SHDPX with SSCVX, HRTVX, GCAVX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare SHDPX with Any Fund or Stock
Compare SHDPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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