Interact to see
Advertisement
Advertisement
SHXIX vs VIVAX
SHXIX vs VIVAX Comparison
Open Charts SHXIX vs VIVAX
American Beacon Shapiro Equity Opps R5
Price$16.10
Change+$0.17 (+1.07%)
VolumeN/A
Net Assets68.97M
Vanguard Value Index I
Price$72.78
Change+$0.60 (+0.83%)
VolumeN/A
Net Assets202.84B
SHXIX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SHXIX vs. VIVAX commentary
Sep 29, 2025
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 StrongBuy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. SHXIX (69M). VIVAX pays higher dividends than SHXIX: VIVAX (1.99) vs SHXIX (0.66). SHXIX was incepted earlier than VIVAX: SHXIX (8 years) vs VIVAX (33 years). SHXIX (0.87) is less costly to investors than VIVAX (0.17). SHXIX is a more actively managed with annual turnover of: 59.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than SHXIX: VIVAX (3000) vs SHXIX (250000). SHXIX annual gain was more profitable for investors over the last year : 10.59 vs. VIVAX (7.64). VIVAX return over 5 years is better than : 81.78 vs. SHXIX (55.36).
| SHXIX | VIVAX | SHXIX / VIVAX | |
| Total Expense Ratio | 0.80 | 0.17 | 471% |
| Annual Report Gross Expense Ratio | 0.87 | 0.17 | 512% |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | 15.330 | 10.222 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69M | 203B | 0% |
| Annual Yield % from dividends | 0.66 | 1.99 | 33% |
| Returns for 1 year | 10.59 | 7.64 | 139% |
| Returns for 3 years | 37.85 | 50.22 | 75% |
| Returns for 5 years | 55.36 | 81.78 | 68% |
| Returns for 10 years | N/A | 147.68 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement