Interact to see
Advertisement
Advertisement
SHXIX vs VMVAX
SHXIX vs VMVAX Comparison
Open Charts SHXIX vs VMVAX
American Beacon Shapiro Equity Opps R5
Price$16.10
Change+$0.17 (+1.07%)
VolumeN/A
Net Assets68.97M
Vanguard Mid-Cap Value Index Admiral
Price$90.37
Change+$1.14 (+1.28%)
VolumeN/A
Net Assets32.03B
SHXIX vs VMVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SHXIX vs. VMVAX commentary
Sep 29, 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 Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32B vs. SHXIX (69M). VMVAX pays higher dividends than SHXIX: VMVAX (2.15) 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: 59.00 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 : 10.59 vs. VMVAX (4.84). VMVAX return over 5 years is better than : 77.27 vs. SHXIX (55.36).
| 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 | 15.330 | 7.933 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69M | 32B | 0% |
| Annual Yield % from dividends | 0.66 | 2.15 | 31% |
| Returns for 1 year | 10.59 | 4.84 | 219% |
| Returns for 3 years | 37.85 | 43.23 | 88% |
| Returns for 5 years | 55.36 | 77.27 | 72% |
| Returns for 10 years | N/A | 117.94 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| KMLM | 26.99 | 0.13 | +0.48% |
| KraneShares Mount LucasMgdFutsIdxStgyETF | |||
| PFM | 50.46 | 0.19 | +0.39% |
| Invesco Dividend Achievers™ ETF | |||
| ALTY | 11.88 | 0.05 | +0.38% |
| Global X Alternative Income ETF | |||
| EWJ | 80.44 | -0.02 | -0.02% |
| iShares MSCI Japan ETF | |||
| DLLL | 26.72 | -0.06 | -0.22% |
| GraniteShares 2x Long DELL Daily ETF | |||