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SHXAX vs VMVAX
SHXAX vs VMVAX Comparison
Open Charts SHXAX vs VMVAX
American Beacon Shapiro Equity Opps A
Price$14.46
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets89.05M
Vanguard Mid-Cap Value Index Admiral
Price$85.18
Change+$0.19 (+0.22%)
VolumeN/A
Net Assets29.95B
SHXAX vs VMVAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. SHXAX (89M). VMVAX pays higher dividends than SHXAX: VMVAX (2.31) vs SHXAX (0.60). SHXAX was incepted earlier than VMVAX: SHXAX (4 years) vs VMVAX (14 years). SHXAX (1.14) is less costly to investors than VMVAX (0.07). SHXAX is a more actively managed with annual turnover of: 59.00 vs. VMVAX (19.00). SHXAX has a lower initial minimum investment than VMVAX: SHXAX (2500) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 9.55 vs. SHXAX (5.41).
| SHXAX | VMVAX | SHXAX / VMVAX | |
| Total Expense Ratio | 1.07 | 0.07 | 1,529% |
| Annual Report Gross Expense Ratio | 1.14 | 0.07 | 1,629% |
| Fund Existence | 4 years | 14 years | - |
| Gain YTD | 5.857 | 1.494 | 392% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89M | 29.9B | 0% |
| Annual Yield % from dividends | 0.60 | 2.31 | 26% |
| Returns for 1 year | 5.41 | 9.55 | 57% |
| Returns for 3 years | 12.50 | 26.15 | 48% |
| Returns for 5 years | N/A | 79.73 | - |
| Returns for 10 years | N/A | 84.81 | - |