Interact to see
Advertisement
Advertisement
SHXIX vs VMVAX
SHXIX vs VMVAX Comparison
Open Charts SHXIX vs VMVAX
American Beacon Shapiro Equity Opps R5
Price$15.81
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets68.24M
Vanguard Mid-Cap Value Index Admiral
Price$92.89
Change+$0.33 (+0.36%)
VolumeN/A
Net Assets32.63B
SHXIX vs VMVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SHXIX vs. VMVAX commentary
Dec 26, 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 Hold and VMVAX is a Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.6B vs. SHXIX (68.2M). VMVAX pays higher dividends than SHXIX: VMVAX (2.14) vs SHXIX (0.65). SHXIX was incepted earlier than VMVAX: SHXIX (8 years) vs VMVAX (14 years). SHXIX (0.99) is less costly to investors than VMVAX (0.07). SHXIX is a more actively managed with annual turnover of: 57.00 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 : 12.69 vs. VMVAX (9.73). VMVAX return over 5 years is better than : 53.90 vs. SHXIX (21.37).
| SHXIX | VMVAX | SHXIX / VMVAX | |
| Total Expense Ratio | 0.80 | 0.07 | 1,143% |
| Annual Report Gross Expense Ratio | 0.99 | 0.07 | 1,414% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 13.252 | 10.975 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.2M | 32.6B | 0% |
| Annual Yield % from dividends | 0.65 | 2.14 | 30% |
| Returns for 1 year | 12.69 | 9.73 | 130% |
| Returns for 3 years | 36.12 | 33.24 | 109% |
| Returns for 5 years | 21.37 | 53.90 | 40% |
| Returns for 10 years | N/A | 110.28 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement