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SHXIX vs VIVAX
SHXIX vs VIVAX Comparison
Open Charts SHXIX vs VIVAX
American Beacon Shapiro Equity Opps R5
Price$15.53
Change-$0.04 (-0.26%)
VolumeN/A
Net Assets76.11M
Vanguard Value Index I
Price$70.13
Change-$0.34 (-0.48%)
VolumeN/A
Net Assets195.18B
SHXIX vs VIVAX Comparison Chart in %
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SHXIX vs. VIVAX commentary
Jul 29, 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: 195B vs. SHXIX (76.1M). 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 : 8.29 vs. SHXIX (7.10). VIVAX return over 5 years is better than : 73.08 vs. SHXIX (56.81).
| 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 | 11.533 | 6.724 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.1M | 195B | 0% |
| Annual Yield % from dividends | 0.72 | 2.06 | 35% |
| Returns for 1 year | 7.10 | 8.29 | 86% |
| Returns for 3 years | 14.36 | 30.59 | 47% |
| Returns for 5 years | 56.81 | 73.08 | 78% |
| Returns for 10 years | N/A | 115.13 | - |
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