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SHXIX vs VIVAX
SHXIX vs VIVAX Comparison
Open Charts SHXIX vs VIVAX
American Beacon Shapiro Equity Opps R5
Price$14.57
Change+$0.07 (+0.48%)
VolumeN/A
Net Assets113.4M
Vanguard Value Index I
Price$69.35
Change+$0.71 (+1.03%)
VolumeN/A
Net Assets183.52B
SHXIX vs VIVAX Comparison Chart
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SHXIX vs. VIVAX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. SHXIX (113M). 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 : 16.70 vs. SHXIX (10.64). VIVAX return over 5 years is better than : 50.84 vs. SHXIX (37.15).
| 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 | 4.370 | 3.906 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113M | 184B | 0% |
| Annual Yield % from dividends | 0.80 | 2.25 | 36% |
| Returns for 1 year | 10.64 | 16.70 | 64% |
| Returns for 3 years | -3.32 | 21.04 | -16% |
| Returns for 5 years | 37.15 | 50.84 | 73% |
| Returns for 10 years | N/A | 114.28 | - |