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SHXIX vs VMVAX
SHXIX vs VMVAX Comparison
Open Charts SHXIX vs VMVAX
American Beacon Shapiro Equity Opps R5
Price$15.46
Change-$0.33 (-2.09%)
VolumeN/A
Net Assets58.71M
Vanguard Mid-Cap Value Index Admiral
Price$96.91
Change+$7.30 (+8.15%)
VolumeN/A
Net Assets33.17B
SHXIX vs VMVAX Comparison Chart in %
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SHXIX vs. VMVAX commentary
Feb 04, 2026
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: 33.2B vs. SHXIX (58.7M). VMVAX pays higher dividends than SHXIX: VMVAX (2.01) vs SHXIX (0.25). 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). VMVAX annual gain was more profitable for investors over the last year : 13.53 vs. SHXIX (8.46). VMVAX return over 5 years is better than : 52.71 vs. SHXIX (9.54).
| 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 | -1.591 | 5.509 | -29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.7M | 33.2B | 0% |
| Annual Yield % from dividends | 0.25 | 2.01 | 12% |
| Returns for 1 year | 8.46 | 13.53 | 63% |
| Returns for 3 years | 15.45 | 29.37 | 53% |
| Returns for 5 years | 9.54 | 52.71 | 18% |
| Returns for 10 years | N/A | 142.89 | - |
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