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SHXIX vs VMVAX
SHXIX vs VMVAX Comparison
Open Charts SHXIX vs VMVAX
American Beacon Shapiro Equity Opps R5
Price$14.57
Change+$0.07 (+0.48%)
VolumeN/A
Net Assets113.4M
Vanguard Mid-Cap Value Index Admiral
Price$86.54
Change+$0.88 (+1.03%)
VolumeN/A
Net Assets30.1B
SHXIX vs VMVAX Comparison Chart
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SHXIX vs. VMVAX commentary
Jan 31, 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 StrongBuy and VMVAX is a Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.1B vs. SHXIX (113M). 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 : 16.15 vs. SHXIX (10.64). VMVAX return over 5 years is better than : 42.66 vs. SHXIX (37.15).
| 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 | 4.370 | 2.232 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113M | 30.1B | 0% |
| Annual Yield % from dividends | 0.80 | 2.14 | 37% |
| Returns for 1 year | 10.64 | 16.15 | 66% |
| Returns for 3 years | -3.32 | 13.83 | -24% |
| Returns for 5 years | 37.15 | 42.66 | 87% |
| Returns for 10 years | N/A | 90.92 | - |