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SHXIX vs VIVAX
SHXIX vs VIVAX Comparison
Open Charts SHXIX vs VIVAX
American Beacon Shapiro Equity Opps R5
Price$15.50
Change-$0.15 (-0.96%)
VolumeN/A
Net Assets67.59M
Vanguard Value Index I
Price$70.33
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
SHXIX vs VIVAX Comparison Chart in %
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SHXIX vs. VIVAX commentary
Aug 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SHXIX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. SHXIX (67.6M). VIVAX pays higher dividends than SHXIX: VIVAX (2.06) vs SHXIX (0.70). SHXIX was incepted earlier than VIVAX: SHXIX (8 years) vs VIVAX (33 years). SHXIX (0.87) is less costly to investors than VIVAX (0.17). SHXIX is a more actively managed with annual turnover of: 59.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than SHXIX: VIVAX (3000) vs SHXIX (250000). SHXIX (8.24) and VIVAX (7.90) have marching annual gain over last year. VIVAX return over 5 years is better than : 68.56 vs. SHXIX (45.77).
| SHXIX | VIVAX | SHXIX / VIVAX | |
| Total Expense Ratio | 0.80 | 0.17 | 471% |
| Annual Report Gross Expense Ratio | 0.87 | 0.17 | 512% |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | 11.032 | 6.512 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.6M | 196B | 0% |
| Annual Yield % from dividends | 0.70 | 2.06 | 34% |
| Returns for 1 year | 8.24 | 7.90 | 104% |
| Returns for 3 years | 7.74 | 25.93 | 30% |
| Returns for 5 years | 45.77 | 68.56 | 67% |
| Returns for 10 years | N/A | 114.64 | - |
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