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SHXIX vs VMVAX
SHXIX vs VMVAX Comparison
Open Charts SHXIX vs VMVAX
American Beacon Shapiro Equity Opps R5
Price$15.25
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets83.6M
Vanguard Mid-Cap Value Index Admiral
Price$86.72
Change+$0.20 (+0.23%)
VolumeN/A
Net Assets29.95B
SHXIX vs VMVAX Comparison Chart in %
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SHXIX vs. VMVAX commentary
Jul 06, 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: 29.9B vs. SHXIX (83.6M). VMVAX pays higher dividends than SHXIX: VMVAX (2.26) vs SHXIX (0.72). 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 : 12.14 vs. SHXIX (8.76). VMVAX return over 5 years is better than : 77.08 vs. SHXIX (66.17).
| 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 | 9.241 | 3.573 | 259% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.6M | 29.9B | 0% |
| Annual Yield % from dividends | 0.72 | 2.26 | 32% |
| Returns for 1 year | 8.76 | 12.14 | 72% |
| Returns for 3 years | 19.93 | 28.52 | 70% |
| Returns for 5 years | 66.17 | 77.08 | 86% |
| Returns for 10 years | N/A | 88.11 | - |
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