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SHXIX vs VMVAX
SHXIX vs VMVAX Comparison
Open Charts SHXIX vs VMVAX
American Beacon Shapiro Equity Opps R5
Price$13.42
Change+$0.07 (+0.52%)
VolumeN/A
Net Assets85.73M
Vanguard Mid-Cap Value Index Admiral
Price$82.45
Change+$0.12 (+0.15%)
VolumeN/A
Net Assets29.07B
SHXIX vs VMVAX Comparison Chart
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SHXIX vs. VMVAX commentary
May 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 Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.1B vs. SHXIX (85.7M). VMVAX pays higher dividends than SHXIX: VMVAX (2.40) vs SHXIX (0.83). 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). VMVAX annual gain was more profitable for investors over the last year : 3.63 vs. SHXIX (-6.02). VMVAX return over 5 years is better than : 76.66 vs. SHXIX (58.01).
| 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 | -3.868 | -1.539 | 251% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.7M | 29.1B | 0% |
| Annual Yield % from dividends | 0.83 | 2.40 | 35% |
| Returns for 1 year | -6.02 | 3.63 | -166% |
| Returns for 3 years | -3.51 | 15.72 | -22% |
| Returns for 5 years | 58.01 | 76.66 | 76% |
| Returns for 10 years | N/A | 75.91 | - |
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