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SHXAX vs VVIAX
SHXAX vs VVIAX Comparison
Open Charts SHXAX vs VVIAX
SHXAX vs VVIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 245B vs. SHXAX (28.5M). VVIAX pays higher dividends than SHXAX: VVIAX (1.87) vs SHXAX (0.20). SHXAX was incepted earlier than VVIAX: SHXAX (5 years) vs VVIAX (26 years). SHXAX (1.21) is less costly to investors than VVIAX (0.05). SHXAX is a more actively managed with annual turnover of: 57.00 vs. VVIAX (8.00). SHXAX has a lower initial minimum investment than VVIAX: SHXAX (2500) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 25.32 vs. SHXAX (9.54).
| SHXAX | VVIAX | SHXAX / VVIAX | |
| Total Expense Ratio | 1.07 | 0.05 | 2,140% |
| Annual Report Gross Expense Ratio | 1.21 | 0.05 | 2,420% |
| Fund Existence | 5 years | 26 years | - |
| Gain YTD | 0.392 | 14.468 | 3% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.5M | 245B | 0% |
| Annual Yield % from dividends | 0.20 | 1.87 | 11% |
| Returns for 1 year | 9.54 | 25.32 | 38% |
| Returns for 3 years | 29.98 | 57.96 | 52% |
| Returns for 5 years | N/A | 60.14 | - |
| Returns for 10 years | N/A | 166.35 | - |
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