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SHXIX vs VVIAX
SHXIX vs VVIAX Comparison
Open Charts SHXIX vs VVIAX
American Beacon Shapiro Equity Opps R5
Price$14.32
Change-$0.24 (-1.65%)
VolumeN/A
Net Assets86.7M
Vanguard Value Index Adm
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
SHXIX vs VVIAX Comparison Chart
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SHXIX vs. VVIAX commentary
Jun 15, 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: 189B vs. SHXIX (86.7M). VVIAX pays higher dividends than SHXIX: VVIAX (2.28) vs SHXIX (0.76). 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 : 8.01 vs. SHXIX (1.26). VVIAX return over 5 years is better than : 72.56 vs. SHXIX (55.06).
| 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 | 2.579 | 2.436 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 86.7M | 189B | 0% |
| Annual Yield % from dividends | 0.76 | 2.28 | 34% |
| Returns for 1 year | 1.26 | 8.01 | 16% |
| Returns for 3 years | 10.91 | 32.19 | 34% |
| Returns for 5 years | 55.06 | 72.56 | 76% |
| Returns for 10 years | N/A | 103.54 | - |
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