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SHXIX vs VMVAX
SHXIX vs VMVAX Comparison
Open Charts SHXIX vs VMVAX
American Beacon Shapiro Equity Opps R5
Price$15.47
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets65.4M
Vanguard Mid-Cap Value Index Admiral
Price$88.89
Change+$0.16 (+0.18%)
VolumeN/A
Net Assets31.8B
SHXIX vs VMVAX Comparison Chart in %
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SHXIX vs. VMVAX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31.8B vs. SHXIX (65.4M). VMVAX pays higher dividends than SHXIX: VMVAX (2.20) vs SHXIX (0.66). 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: 57.00 vs. VMVAX (19.00). VMVAX has a lower initial minimum investment than SHXIX: VMVAX (3000) vs SHXIX (250000). SHXIX annual gain was more profitable for investors over the last year : 6.34 vs. VMVAX (0.61). VMVAX return over 5 years is better than : 50.99 vs. SHXIX (26.76).
| 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 | 10.817 | 6.005 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.4M | 31.8B | 0% |
| Annual Yield % from dividends | 0.66 | 2.20 | 30% |
| Returns for 1 year | 6.34 | 0.61 | 1,038% |
| Returns for 3 years | 17.25 | 24.49 | 70% |
| Returns for 5 years | 26.76 | 50.99 | 52% |
| Returns for 10 years | N/A | 97.41 | - |
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