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SHXIX vs VIVAX
SHXIX vs VIVAX Comparison
Open Charts SHXIX vs VIVAX
American Beacon Shapiro Equity Opps R5
Price$15.46
Change-$0.33 (-2.09%)
VolumeN/A
Net Assets58.71M
Vanguard Value Index I
Price$79.00
Change+$6.39 (+8.80%)
VolumeN/A
Net Assets217.68B
SHXIX vs VIVAX Comparison Chart in %
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SHXIX vs. VIVAX commentary
Feb 04, 2026
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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 218B vs. SHXIX (58.7M). VIVAX pays higher dividends than SHXIX: VIVAX (1.84) vs SHXIX (0.25). SHXIX was incepted earlier than VIVAX: SHXIX (8 years) vs VIVAX (33 years). SHXIX (0.99) is less costly to investors than VIVAX (0.17). SHXIX is a more actively managed with annual turnover of: 57.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than SHXIX: VIVAX (3000) vs SHXIX (250000). VIVAX annual gain was more profitable for investors over the last year : 15.07 vs. SHXIX (8.46). VIVAX return over 5 years is better than : 66.25 vs. SHXIX (9.54).
| SHXIX | VIVAX | SHXIX / VIVAX | |
| Total Expense Ratio | 0.80 | 0.17 | 471% |
| Annual Report Gross Expense Ratio | 0.99 | 0.17 | 582% |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | -1.591 | 5.998 | -27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.7M | 218B | 0% |
| Annual Yield % from dividends | 0.25 | 1.84 | 13% |
| Returns for 1 year | 8.46 | 15.07 | 56% |
| Returns for 3 years | 15.45 | 41.03 | 38% |
| Returns for 5 years | 9.54 | 66.25 | 14% |
| Returns for 10 years | N/A | 167.20 | - |
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