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SHXIX vs VMVIX
SHXIX vs VMVIX Comparison
Open Charts SHXIX vs VMVIX
American Beacon Shapiro Equity Opps R5
Price$15.50
Change-$0.15 (-0.96%)
VolumeN/A
Net Assets67.59M
Vanguard Mid-Cap Value Index Investor
Price$66.94
Change-$0.25 (-0.37%)
VolumeN/A
Net Assets31.04B
SHXIX vs VMVIX Comparison Chart in %
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SHXIX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31B vs. SHXIX (67.6M). VMVIX pays higher dividends than SHXIX: VMVIX (2.10) vs SHXIX (0.70). SHXIX was incepted earlier than VMVIX: SHXIX (8 years) vs VMVIX (19 years). SHXIX (0.87) is less costly to investors than VMVIX (0.19). SHXIX is a more actively managed with annual turnover of: 59.00 vs. VMVIX (19.00). VMVIX has a lower initial minimum investment than SHXIX: VMVIX (3000) vs SHXIX (250000). SHXIX annual gain was more profitable for investors over the last year : 8.24 vs. VMVIX (7.67). VMVIX return over 5 years is better than : 65.08 vs. SHXIX (45.77).
| SHXIX | VMVIX | SHXIX / VMVIX | |
| Total Expense Ratio | 0.80 | 0.19 | 421% |
| Annual Report Gross Expense Ratio | 0.87 | 0.19 | 458% |
| Fund Existence | 8 years | 19 years | - |
| Gain YTD | 11.032 | 5.177 | 213% |
| 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 | 2.10 | 33% |
| Returns for 1 year | 8.24 | 7.67 | 107% |
| Returns for 3 years | 7.74 | 17.46 | 44% |
| Returns for 5 years | 45.77 | 65.08 | 70% |
| Returns for 10 years | N/A | 87.80 | - |
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