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SHXIX vs VMVAX
SHXIX vs VMVAX Comparison
Open Charts SHXIX vs VMVAX
American Beacon Shapiro Equity Opps R5
Price$14.10
Change-$0.47 (-3.23%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$83.57
Change-$2.48 (-2.88%)
VolumeN/A
CapitalizationN/A
SHXIX vs VMVAX Comparison Chart
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SHXIX vs. VMVAX commentary
Dec 19, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.8B vs. SHXIX (125M). VMVAX pays higher dividends than SHXIX: VMVAX (2.14) vs SHXIX (0.80). SHXIX was incepted earlier than VMVAX: SHXIX (7 years) vs VMVAX (13 years). SHXIX is a more actively managed with annual turnover of: 33.00 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 : 15.41 vs. SHXIX (11.80). VMVAX return over 5 years is better than : 40.94 vs. SHXIX (25.40).
| SHXIX | VMVAX | SHXIX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 13 years | - |
| Gain YTD | 9.962 | 14.833 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125M | 32.8B | 0% |
| Annual Yield % from dividends | 0.80 | 2.14 | 37% |
| Returns for 1 year | 11.80 | 15.41 | 77% |
| Returns for 3 years | -8.40 | 14.48 | -58% |
| Returns for 5 years | 25.40 | 40.94 | 62% |
| Returns for 10 years | N/A | 89.30 | - |
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