Interact to see
Advertisement
Advertisement
SHXIX vs VMVAX
SHXIX vs VMVAX Comparison
Open Charts SHXIX vs VMVAX
American Beacon Shapiro Equity Opps R5
Price$16.01
Change+$0.19 (+1.20%)
VolumeN/A
Net Assets68.91M
Vanguard Mid-Cap Value Index Admiral
Price$89.49
Change+$0.09 (+0.10%)
VolumeN/A
Net Assets32.03B
SHXIX vs VMVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SHXIX vs. VMVAX 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 VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32B vs. SHXIX (68.9M). VMVAX pays higher dividends than SHXIX: VMVAX (2.15) vs SHXIX (0.66). SHXIX was incepted earlier than VMVAX: SHXIX (8 years) vs VMVAX (14 years). SHXIX (0.87) is less costly to investors than VMVAX (0.07). SHXIX is a more actively managed with annual turnover of: 59.00 vs. VMVAX (19.00). VMVAX has a lower initial minimum investment than SHXIX: VMVAX (3000) vs SHXIX (250000). SHXIX annual gain was more profitable for investors over the last year : 12.19 vs. VMVAX (7.20). VMVAX return over 5 years is better than : 67.70 vs. SHXIX (47.89).
| SHXIX | VMVAX | SHXIX / VMVAX | |
| Total Expense Ratio | 0.80 | 0.07 | 1,143% |
| Annual Report Gross Expense Ratio | 0.87 | 0.07 | 1,243% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 14.685 | 6.882 | 213% |
| 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 | 32B | 0% |
| Annual Yield % from dividends | 0.66 | 2.15 | 31% |
| Returns for 1 year | 12.19 | 7.20 | 169% |
| Returns for 3 years | 24.28 | 29.26 | 83% |
| Returns for 5 years | 47.89 | 67.70 | 71% |
| Returns for 10 years | N/A | 101.90 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement