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SHXIX vs VVIAX
SHXIX vs VVIAX Comparison
Open Charts SHXIX vs VVIAX
American Beacon Shapiro Equity Opps R5
Price$15.25
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets83.6M
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
SHXIX vs VVIAX Comparison Chart in %
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SHXIX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. SHXIX (83.6M). VVIAX pays higher dividends than SHXIX: VVIAX (2.18) vs SHXIX (0.72). SHXIX was incepted earlier than VVIAX: SHXIX (8 years) vs VVIAX (25 years). SHXIX (0.87) is less costly to investors than VVIAX (0.05). SHXIX is a more actively managed with annual turnover of: 59.00 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 : 12.03 vs. SHXIX (8.76). VVIAX return over 5 years is better than : 80.13 vs. SHXIX (66.17).
| SHXIX | VVIAX | SHXIX / VVIAX | |
| Total Expense Ratio | 0.80 | 0.05 | 1,600% |
| Annual Report Gross Expense Ratio | 0.87 | 0.05 | 1,740% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 9.241 | 6.198 | 149% |
| 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 | 189B | 0% |
| Annual Yield % from dividends | 0.72 | 2.18 | 33% |
| Returns for 1 year | 8.76 | 12.03 | 73% |
| Returns for 3 years | 19.93 | 35.17 | 57% |
| Returns for 5 years | 66.17 | 80.13 | 83% |
| Returns for 10 years | N/A | 115.67 | - |
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