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SHXIX vs VIVAX
SHXIX vs VIVAX Comparison
Open Charts SHXIX vs VIVAX
American Beacon Shapiro Equity Opps R5
Price$15.25
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets83.6M
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
SHXIX vs VIVAX Comparison Chart in %
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SHXIX vs. VIVAX commentary
Jul 07, 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: 189B vs. SHXIX (83.6M). VIVAX pays higher dividends than SHXIX: VIVAX (2.06) vs SHXIX (0.72). 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 : 12.04 vs. SHXIX (8.76). VIVAX return over 5 years is better than : 80.14 vs. SHXIX (66.17).
| 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 | 9.241 | 6.209 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.6M | 189B | 0% |
| Annual Yield % from dividends | 0.72 | 2.06 | 35% |
| Returns for 1 year | 8.76 | 12.04 | 73% |
| Returns for 3 years | 19.93 | 35.16 | 57% |
| Returns for 5 years | 66.17 | 80.14 | 83% |
| Returns for 10 years | N/A | 115.74 | - |
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