Interact to see
Advertisement
Advertisement
SHXAX vs VMVAX
SHXAX vs VMVAX Comparison
Open Charts SHXAX vs VMVAX
American Beacon Shapiro Equity Opps A
Price$14.87
Change-$0.07 (-0.47%)
VolumeN/A
Net Assets73.68M
Vanguard Mid-Cap Value Index Admiral
Price$86.63
Change+$0.24 (+0.28%)
VolumeN/A
Net Assets30.57B
SHXAX vs VMVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.6B vs. SHXAX (73.7M). VMVAX pays higher dividends than SHXAX: VMVAX (2.26) vs SHXAX (0.56). 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 : 5.78 vs. SHXAX (3.79).
| 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 | 9.370 | 3.179 | 295% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.7M | 30.6B | 0% |
| Annual Yield % from dividends | 0.56 | 2.26 | 25% |
| Returns for 1 year | 3.79 | 5.78 | 66% |
| Returns for 3 years | 17.76 | 28.96 | 61% |
| Returns for 5 years | N/A | 69.00 | - |
| Returns for 10 years | N/A | 87.20 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement