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SHXIX vs VVIAX
SHXIX vs VVIAX Comparison
Open Charts SHXIX vs VVIAX
American Beacon Shapiro Equity Opps R5
Price$15.50
Change-$0.15 (-0.96%)
VolumeN/A
Net Assets67.59M
Vanguard Value Index Adm
Price$70.31
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
SHXIX vs VVIAX Comparison Chart in %
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SHXIX vs. VVIAX commentary
Aug 19, 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 StrongBuy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 196B vs. SHXIX (67.6M). VVIAX pays higher dividends than SHXIX: VVIAX (2.18) vs SHXIX (0.70). 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). SHXIX (8.24) and VVIAX (7.91) have marching annual gain over last year. VVIAX return over 5 years is better than : 68.54 vs. SHXIX (45.77).
| 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 | 11.032 | 6.517 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.6M | 196B | 0% |
| Annual Yield % from dividends | 0.70 | 2.18 | 32% |
| Returns for 1 year | 8.24 | 7.91 | 104% |
| Returns for 3 years | 7.74 | 25.93 | 30% |
| Returns for 5 years | 45.77 | 68.54 | 67% |
| Returns for 10 years | N/A | 114.61 | - |
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