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SHXIX vs VMVIX
SHXIX vs VMVIX Comparison
Open Charts SHXIX vs VMVIX
American Beacon Shapiro Equity Opps R5
Price$15.57
Change+$0.10 (+0.65%)
VolumeN/A
Net Assets76.11M
Vanguard Mid-Cap Value Index Investor
Price$67.16
Change+$0.44 (+0.66%)
VolumeN/A
Net Assets30.57B
SHXIX vs VMVIX Comparison Chart in %
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SHXIX vs. VMVIX commentary
Jul 28, 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: 30.6B vs. SHXIX (76.1M). 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 (9.75) and SHXIX (9.57) have marching annual gain over last year. VMVIX return over 5 years is better than : 71.74 vs. SHXIX (61.67).
| 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 | 11.533 | 5.522 | 209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.1M | 30.6B | 0% |
| Annual Yield % from dividends | 0.72 | 2.14 | 33% |
| Returns for 1 year | 9.57 | 9.75 | 98% |
| Returns for 3 years | 18.53 | 28.14 | 66% |
| Returns for 5 years | 61.67 | 71.74 | 86% |
| Returns for 10 years | N/A | 93.04 | - |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| ETJ | 8.99 | 0.07 | +0.78% |
| Eaton Vance Risk - Managed Diversified Equity Income Fund | |||
| DFAS | 66.00 | 0.31 | +0.47% |
| Dimensional US Small Cap ETF | |||
| DVND | 33.81 | N/A | N/A |
| Touchstone Dividend Select ETF | |||
| PCQ | 8.28 | -0.01 | -0.18% |
| Pimco California Municipal Income Fund | |||
| EBIT | 32.35 | -0.19 | -0.60% |
| Harbor AlphaEdge Small Cap Earners ETF | |||