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SHXIX vs VIVAX
SHXIX vs VIVAX Comparison
Open Charts SHXIX vs VIVAX
American Beacon Shapiro Equity Opps R5
Price$16.01
Change+$0.19 (+1.20%)
VolumeN/A
Net Assets68.91M
Vanguard Value Index I
Price$71.21
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
SHXIX vs VIVAX Comparison Chart in %
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SHXIX vs. VIVAX commentary
Sep 09, 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 Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. SHXIX (68.9M). VIVAX pays higher dividends than SHXIX: VIVAX (1.99) vs SHXIX (0.66). 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 annual gain was more profitable for investors over the last year : 12.19 vs. VIVAX (7.74). VIVAX return over 5 years is better than : 70.18 vs. SHXIX (47.89).
| 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 | 14.685 | 7.845 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.9M | 203B | 0% |
| Annual Yield % from dividends | 0.66 | 1.99 | 33% |
| Returns for 1 year | 12.19 | 7.74 | 157% |
| Returns for 3 years | 24.28 | 36.63 | 66% |
| Returns for 5 years | 47.89 | 70.18 | 68% |
| Returns for 10 years | N/A | 131.64 | - |
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