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SHXIX vs VIVAX
SHXIX vs VIVAX Comparison
Open Charts SHXIX vs VIVAX
American Beacon Shapiro Equity Opps R5
Price$14.10
Change-$0.47 (-3.23%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
SHXIX vs VIVAX Comparison Chart
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SHXIX vs. VIVAX commentary
Dec 19, 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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. SHXIX (125M). 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 annual gain was more profitable for investors over the last year : 16.42 vs. SHXIX (11.80). VIVAX return over 5 years is better than : 44.64 vs. SHXIX (25.40).
| 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 | 9.962 | 16.008 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125M | 195B | 0% |
| Annual Yield % from dividends | 0.80 | 2.25 | 36% |
| Returns for 1 year | 11.80 | 16.42 | 72% |
| Returns for 3 years | -8.40 | 20.48 | -41% |
| Returns for 5 years | 25.40 | 44.64 | 57% |
| Returns for 10 years | N/A | 104.82 | - |
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