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SHXIX vs VIVAX
SHXIX vs VIVAX Comparison
Open Charts SHXIX vs VIVAX
American Beacon Shapiro Equity Opps R5
Price$14.71
Change-$0.05 (-0.34%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$68.72
Change-$0.26 (-0.38%)
VolumeN/A
CapitalizationN/A
SHXIX vs VIVAX Comparison Chart
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SHXIX vs. VIVAX commentary
Nov 18, 2024
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 Sell and VIVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. SHXIX (132M). VIVAX pays higher dividends than SHXIX: VIVAX (2.25) vs SHXIX (0.80). SHXIX was incepted earlier than VIVAX: SHXIX (7 years) vs VIVAX (32 years). SHXIX is a more actively managed with annual turnover of: 33.00 vs. VIVAX (10.00). VIVAX has a lower initial minimum investment than SHXIX: VIVAX (3000) vs SHXIX (250000). VIVAX (25.55) and SHXIX (24.31) have marching annual gain over last year. VIVAX return over 5 years is better than : 50.81 vs. SHXIX (30.50).
| SHXIX | VIVAX | SHXIX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 32 years | - |
| Gain YTD | 11.019 | 17.912 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132M | 184B | 0% |
| Annual Yield % from dividends | 0.80 | 2.25 | 36% |
| Returns for 1 year | 24.31 | 25.55 | 95% |
| Returns for 3 years | -12.91 | 21.58 | -60% |
| Returns for 5 years | 30.50 | 50.81 | 60% |
| Returns for 10 years | N/A | 110.46 | - |
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