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SHXIX vs VIVAX
SHXIX vs VIVAX Comparison
Open Charts SHXIX vs VIVAX
American Beacon Shapiro Equity Opps R5
Price$13.42
Change+$0.07 (+0.52%)
VolumeN/A
Net Assets85.73M
Vanguard Value Index I
Price$65.59
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets183.65B
SHXIX vs VIVAX Comparison Chart
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SHXIX vs. VIVAX commentary
May 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 Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. SHXIX (85.7M). VIVAX pays higher dividends than SHXIX: VIVAX (2.22) vs SHXIX (0.83). 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). VIVAX annual gain was more profitable for investors over the last year : 4.58 vs. SHXIX (-6.02). VIVAX return over 5 years is better than : 72.65 vs. SHXIX (58.01).
| 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 | -3.868 | -0.685 | 564% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.7M | 184B | 0% |
| Annual Yield % from dividends | 0.83 | 2.22 | 38% |
| Returns for 1 year | -6.02 | 4.58 | -131% |
| Returns for 3 years | -3.51 | 21.42 | -16% |
| Returns for 5 years | 58.01 | 72.65 | 80% |
| Returns for 10 years | N/A | 97.37 | - |
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