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SHXIX vs VMVIX
SHXIX vs VMVIX Comparison
Open Charts SHXIX vs VMVIX
American Beacon Shapiro Equity Opps R5
Price$15.25
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets83.6M
Vanguard Mid-Cap Value Index Investor
Price$65.92
Change+$0.16 (+0.24%)
VolumeN/A
Net Assets29.95B
SHXIX vs VMVIX Comparison Chart in %
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SHXIX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. SHXIX (83.6M). VMVIX pays higher dividends than SHXIX: VMVIX (2.14) vs SHXIX (0.72). 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). VMVIX annual gain was more profitable for investors over the last year : 12.13 vs. SHXIX (8.76). VMVIX return over 5 years is better than : 76.99 vs. SHXIX (66.17).
| 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 | 9.241 | 3.574 | 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 | 2.14 | 33% |
| Returns for 1 year | 8.76 | 12.13 | 72% |
| Returns for 3 years | 19.93 | 28.47 | 70% |
| Returns for 5 years | 66.17 | 76.99 | 86% |
| Returns for 10 years | N/A | 88.04 | - |
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