Ad is loading...
SHXIX vs VIVIX
SHXIX vs VIVIX Comparison
Open Charts SHXIX vs VIVIX
American Beacon Shapiro Equity Opps R5
Price$12.23
Change+$0.09 (+0.74%)
VolumeN/A
Net Assets85.6M
Vanguard Value Index I
Price$63.18
Change+$0.94 (+1.51%)
VolumeN/A
Net Assets190.51B
SHXIX vs VIVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SHXIX vs. VIVIX commentary
Apr 12, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 191B vs. SHXIX (85.6M). VIVIX pays higher dividends than SHXIX: VIVIX (2.27) vs SHXIX (0.78). SHXIX was incepted earlier than VIVIX: SHXIX (8 years) vs VIVIX (27 years). SHXIX (0.87) is less costly to investors than VIVIX (0.04). SHXIX is a more actively managed with annual turnover of: 59.00 vs. VIVIX (10.00). SHXIX has a lower initial minimum investment than VIVIX: SHXIX (250000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 0.71 vs. SHXIX (-14.99). VIVIX return over 5 years is better than : 64.28 vs. SHXIX (48.86).
| SHXIX | VIVIX | SHXIX / VIVIX | |
| Total Expense Ratio | 0.80 | 0.04 | 2,000% |
| Annual Report Gross Expense Ratio | 0.87 | 0.04 | 2,175% |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | -13.037 | -5.714 | 228% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.6M | 191B | 0% |
| Annual Yield % from dividends | 0.78 | 2.27 | 34% |
| Returns for 1 year | -14.99 | 0.71 | -2,120% |
| Returns for 3 years | -16.53 | 8.12 | -204% |
| Returns for 5 years | 48.86 | 64.28 | 76% |
| Returns for 10 years | N/A | 88.62 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...