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SHXIX vs VVIAX
SHXIX vs VVIAX Comparison
Open Charts SHXIX vs VVIAX
American Beacon Shapiro Equity Opps R5
Price$15.88
Change+$0.07 (+0.44%)
VolumeN/A
Net Assets68.24M
Vanguard Value Index Adm
Price$75.21
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets215.53B
SHXIX vs VVIAX Comparison Chart in %
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SHXIX vs. VVIAX commentary
Dec 27, 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 Hold and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 216B vs. SHXIX (68.2M). VVIAX pays higher dividends than SHXIX: VVIAX (2.04) vs SHXIX (0.65). 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). SHXIX (12.69) and VVIAX (12.67) have marching annual gain over last year. VVIAX return over 5 years is better than : 64.99 vs. SHXIX (21.37).
| 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 | 13.252 | 14.019 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.2M | 216B | 0% |
| Annual Yield % from dividends | 0.65 | 2.04 | 32% |
| Returns for 1 year | 12.69 | 12.67 | 100% |
| Returns for 3 years | 36.12 | 37.80 | 96% |
| Returns for 5 years | 21.37 | 64.99 | 33% |
| Returns for 10 years | N/A | 134.87 | - |
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