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SHXIX vs VMVAX
SHXIX vs VMVAX Comparison
Open Charts SHXIX vs VMVAX
American Beacon Shapiro Equity Opps R5
Price$14.32
Change-$0.24 (-1.65%)
VolumeN/A
Net Assets86.7M
Vanguard Mid-Cap Value Index Admiral
Price$83.72
Change-$0.98 (-1.16%)
VolumeN/A
Net Assets29.95B
SHXIX vs VMVAX Comparison Chart
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SHXIX vs. VMVAX commentary
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. SHXIX (86.7M). VMVAX pays higher dividends than SHXIX: VMVAX (2.31) vs SHXIX (0.76). 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). VMVAX annual gain was more profitable for investors over the last year : 7.23 vs. SHXIX (1.26). VMVAX return over 5 years is better than : 69.23 vs. SHXIX (55.06).
| 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 | 2.579 | -0.023 | -11,381% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 86.7M | 29.9B | 0% |
| Annual Yield % from dividends | 0.76 | 2.31 | 33% |
| Returns for 1 year | 1.26 | 7.23 | 17% |
| Returns for 3 years | 10.91 | 24.99 | 44% |
| Returns for 5 years | 55.06 | 69.23 | 80% |
| Returns for 10 years | N/A | 78.81 | - |
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