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SHXAX vs VMVAX
SHXAX vs VMVAX Comparison
Open Charts SHXAX vs VMVAX
American Beacon Shapiro Equity Opps A
Price$14.79
Change+$0.23 (+1.58%)
VolumeN/A
Net Assets72.64M
Vanguard Mid-Cap Value Index Admiral
Price$86.69
Change+$0.16 (+0.18%)
VolumeN/A
Net Assets31.04B
SHXAX vs VMVAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31B vs. SHXAX (72.6M). VMVAX pays higher dividends than SHXAX: VMVAX (2.22) vs SHXAX (0.55). 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). SHXAX annual gain was more profitable for investors over the last year : 10.79 vs. VMVAX (9.58).
| 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 | 8.272 | 3.346 | 247% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72.6M | 31B | 0% |
| Annual Yield % from dividends | 0.55 | 2.22 | 25% |
| Returns for 1 year | 10.79 | 9.58 | 113% |
| Returns for 3 years | 8.76 | 20.91 | 42% |
| Returns for 5 years | N/A | 63.76 | - |
| Returns for 10 years | N/A | 84.75 | - |
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