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SHXIX vs VMVAX
SHXIX vs VMVAX Comparison
Open Charts SHXIX vs VMVAX
American Beacon Shapiro Equity Opps R5
Price$12.23
Change+$0.09 (+0.74%)
VolumeN/A
Net Assets85.6M
Vanguard Mid-Cap Value Index Admiral
Price$77.68
Change+$1.23 (+1.61%)
VolumeN/A
Net Assets29.86B
SHXIX vs VMVAX Comparison Chart
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SHXIX vs. VMVAX 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 VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. SHXIX (85.6M). VMVAX pays higher dividends than SHXIX: VMVAX (2.33) vs SHXIX (0.78). SHXIX was incepted earlier than VMVAX: SHXIX (8 years) vs VMVAX (14 years). SHXIX (0.87) is less costly to investors than VMVAX (0.07). SHXIX is a more actively managed with annual turnover of: 59.00 vs. VMVAX (22.00). VMVAX has a lower initial minimum investment than SHXIX: VMVAX (3000) vs SHXIX (250000). VMVAX annual gain was more profitable for investors over the last year : -2.12 vs. SHXIX (-14.99). VMVAX return over 5 years is better than : 64.68 vs. SHXIX (48.86).
| SHXIX | VMVAX | SHXIX / VMVAX | |
| Total Expense Ratio | 0.80 | 0.07 | 1,143% |
| Annual Report Gross Expense Ratio | 0.87 | 0.07 | 1,243% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | -13.037 | -8.704 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.6M | 29.9B | 0% |
| Annual Yield % from dividends | 0.78 | 2.33 | 33% |
| Returns for 1 year | -14.99 | -2.12 | 708% |
| Returns for 3 years | -16.53 | 0.19 | -8,901% |
| Returns for 5 years | 48.86 | 64.68 | 76% |
| Returns for 10 years | N/A | 62.29 | - |
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