Interact to see
Advertisement
Advertisement
SHXIX vs VVIAX
SHXIX vs VVIAX Comparison
Open Charts SHXIX vs VVIAX
American Beacon Shapiro Equity Opps R5
Price$15.46
Change-$0.33 (-2.09%)
VolumeN/A
Net Assets58.71M
Vanguard Value Index Adm
Price$78.98
Change+$6.40 (+8.82%)
VolumeN/A
Net Assets217.68B
SHXIX vs VVIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SHXIX vs. VVIAX 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 218B vs. SHXIX (58.7M). VVIAX pays higher dividends than SHXIX: VVIAX (1.95) vs SHXIX (0.25). SHXIX was incepted earlier than VVIAX: SHXIX (8 years) vs VVIAX (25 years). SHXIX (0.99) is less costly to investors than VVIAX (0.05). SHXIX is a more actively managed with annual turnover of: 57.00 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than SHXIX: VVIAX (3000) vs SHXIX (250000). VVIAX annual gain was more profitable for investors over the last year : 15.08 vs. SHXIX (8.46). VVIAX return over 5 years is better than : 66.27 vs. SHXIX (9.54).
| SHXIX | VVIAX | SHXIX / VVIAX | |
| Total Expense Ratio | 0.80 | 0.05 | 1,600% |
| Annual Report Gross Expense Ratio | 0.99 | 0.05 | 1,980% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | -1.591 | 5.999 | -27% |
| 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 | 218B | 0% |
| Annual Yield % from dividends | 0.25 | 1.95 | 13% |
| Returns for 1 year | 8.46 | 15.08 | 56% |
| Returns for 3 years | 15.45 | 41.04 | 38% |
| Returns for 5 years | 9.54 | 66.27 | 14% |
| Returns for 10 years | N/A | 167.18 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement