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SHXIX vs VMVAX
SHXIX vs VMVAX Comparison
Open Charts SHXIX vs VMVAX
American Beacon Shapiro Equity Opps R5
Price$15.50
Change-$0.15 (-0.96%)
VolumeN/A
Net Assets67.59M
Vanguard Mid-Cap Value Index Admiral
Price$88.08
Change-$0.33 (-0.37%)
VolumeN/A
Net Assets31.04B
SHXIX vs VMVAX Comparison Chart in %
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SHXIX vs. VMVAX commentary
Aug 19, 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 StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31B vs. SHXIX (67.6M). VMVAX pays higher dividends than SHXIX: VMVAX (2.22) vs SHXIX (0.70). 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 : 8.24 vs. VMVAX (7.67). VMVAX return over 5 years is better than : 65.15 vs. SHXIX (45.77).
| 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 | 11.032 | 5.198 | 212% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.6M | 31B | 0% |
| Annual Yield % from dividends | 0.70 | 2.22 | 32% |
| Returns for 1 year | 8.24 | 7.67 | 107% |
| Returns for 3 years | 7.74 | 17.51 | 44% |
| Returns for 5 years | 45.77 | 65.15 | 70% |
| Returns for 10 years | N/A | 87.87 | - |
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