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SHXIX vs VIVAX
SHXIX vs VIVAX Comparison
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SHXIX vs VIVAX Comparison Chart in %
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SHXIX vs. VIVAX commentary
Jun 24, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 245B vs. SHXIX (28.5M). VIVAX pays higher dividends than SHXIX: VIVAX (1.76) vs SHXIX (0.25). SHXIX was incepted earlier than VIVAX: SHXIX (9 years) vs VIVAX (34 years). SHXIX (0.99) is less costly to investors than VIVAX (0.17). SHXIX is a more actively managed with annual turnover of: 57.00 vs. VIVAX (8.00). VIVAX has a lower initial minimum investment than SHXIX: VIVAX (0) vs SHXIX (250000). VIVAX annual gain was more profitable for investors over the last year : 25.00 vs. SHXIX (10.01). VIVAX return over 5 years is better than : 59.70 vs. SHXIX (-1.41).
| SHXIX | VIVAX | SHXIX / VIVAX | |
| Total Expense Ratio | 0.80 | 0.17 | 471% |
| Annual Report Gross Expense Ratio | 0.99 | 0.17 | 582% |
| Fund Existence | 9 years | 34 years | - |
| Gain YTD | 0.446 | 13.350 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.5M | 245B | 0% |
| Annual Yield % from dividends | 0.25 | 1.76 | 14% |
| Returns for 1 year | 10.01 | 25.00 | 40% |
| Returns for 3 years | 31.42 | 56.38 | 56% |
| Returns for 5 years | -1.41 | 59.70 | -2% |
| Returns for 10 years | N/A | 163.77 | - |
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