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SHXIX vs VVIAX
SHXIX vs VVIAX Comparison
Open Charts SHXIX vs VVIAX
American Beacon Shapiro Equity Opps R5
Price$16.01
Change+$0.19 (+1.20%)
VolumeN/A
Net Assets68.91M
Vanguard Value Index Adm
Price$71.19
Change-$0.24 (-0.34%)
VolumeN/A
Net Assets202.84B
SHXIX vs VVIAX Comparison Chart in %
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SHXIX vs. VVIAX commentary
Sep 09, 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: 203B vs. SHXIX (68.9M). VVIAX pays higher dividends than SHXIX: VVIAX (2.10) vs SHXIX (0.66). 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 annual gain was more profitable for investors over the last year : 12.19 vs. VVIAX (7.74). VVIAX return over 5 years is better than : 70.16 vs. SHXIX (47.89).
| 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 | 14.685 | 7.850 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.9M | 203B | 0% |
| Annual Yield % from dividends | 0.66 | 2.10 | 32% |
| Returns for 1 year | 12.19 | 7.74 | 158% |
| Returns for 3 years | 24.28 | 36.61 | 66% |
| Returns for 5 years | 47.89 | 70.16 | 68% |
| Returns for 10 years | N/A | 131.61 | - |