Interact to see
Advertisement
Advertisement
SHXIX vs VIVAX
SHXIX vs VIVAX Comparison
Open Charts SHXIX vs VIVAX
American Beacon Shapiro Equity Opps R5
Price$15.47
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets65.4M
Vanguard Value Index I
Price$72.17
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets207.95B
SHXIX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SHXIX vs. VIVAX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. SHXIX (65.4M). VIVAX pays higher dividends than SHXIX: VIVAX (1.98) 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: 57.00 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 : 6.34 vs. VIVAX (4.74). VIVAX return over 5 years is better than : 62.22 vs. SHXIX (26.76).
| 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 | 10.817 | 9.390 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.4M | 208B | 0% |
| Annual Yield % from dividends | 0.66 | 1.98 | 34% |
| Returns for 1 year | 6.34 | 4.74 | 134% |
| Returns for 3 years | 17.25 | 30.30 | 57% |
| Returns for 5 years | 26.76 | 62.22 | 43% |
| Returns for 10 years | N/A | 123.22 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement