Ad is loading...
SHXIX vs VIVAX
SHXIX vs VIVAX Comparison
Open Charts SHXIX vs VIVAX
American Beacon Shapiro Equity Opps R5
Price$12.23
Change+$0.09 (+0.74%)
VolumeN/A
Net Assets85.6M
Vanguard Value Index I
Price$63.21
Change+$0.94 (+1.51%)
VolumeN/A
Net Assets190.51B
SHXIX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SHXIX vs. VIVAX commentary
Apr 12, 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 Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. SHXIX (85.6M). VIVAX pays higher dividends than SHXIX: VIVAX (2.14) vs SHXIX (0.78). SHXIX was incepted earlier than VIVAX: SHXIX (8 years) vs VIVAX (32 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 (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 : 0.72 vs. SHXIX (-14.99). VIVAX return over 5 years is better than : 64.30 vs. SHXIX (48.86).
| 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 | 32 years | - |
| Gain YTD | -13.037 | -5.712 | 228% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.6M | 191B | 0% |
| Annual Yield % from dividends | 0.78 | 2.14 | 36% |
| Returns for 1 year | -14.99 | 0.72 | -2,091% |
| Returns for 3 years | -16.53 | 8.14 | -203% |
| Returns for 5 years | 48.86 | 64.30 | 76% |
| Returns for 10 years | N/A | 88.68 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| ETB | 13.11 | 0.25 | +1.94% |
| Eaton Vance Tax-Managed Buy-Write Income Fund | |||
| ACIO | 37.69 | 0.33 | +0.88% |
| Aptus Collared Investment Opp ETF | |||
| BMN | 23.77 | 0.12 | +0.51% |
| BlackRock 2037 Municipal Target Term Trust | |||
| ARCM | 100.33 | 0.05 | +0.05% |
| Arrow Reserve Capital Management ETF | |||
| HYLG | 24.55 | N/A | N/A |
| Global X Health Care Covered Call & Growth ETF | |||